ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 767,948 Value ($000) $19,498 Avg Close — Range —
Q3 2025
Shares 771,347 Value ($000) $19,650 Avg Close — Range —
Q2 2025
Shares 753,839 Value ($000) $19,110 Avg Close — Range —
Q1 2025
Shares 753,435 Value ($000) $19,047 Avg Close — Range —
Q4 2024
Shares 709,060 Value ($000) $17,826 Avg Close — Range —
Q3 2024
Shares 703,716 Value ($000) $17,910 Avg Close — Range —
Q2 2024
Shares 676,431 Value ($000) $16,918 Avg Close — Range —
Q1 2024
Shares 663,399 Value ($000) $16,698 Avg Close — Range —
Q4 2023
Shares 618,412 Value ($000) $15,717 Avg Close — Range —
Q3 2023
Shares 622,754 Value ($000) $15,245 Avg Close — Range —
Q2 2023
Shares 605,246 Value ($000) $15,170 Avg Close — Range —
Q1 2023
Shares 571,772 Value ($000) $14,557 Avg Close — Range —
Q4 2022
Shares 526,701 Value ($000) $13,207 Avg Close — Range —
Q3 2022
Shares 544,789 Value ($000) $13,287 Avg Close — Range —
Q2 2022
Shares 516,150 Value ($000) $12,991 Avg Close — Range —