iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 125k | 105.43 |
| 2023-09-30 | $13M | 126k | 102.86 |
| 2023-06-30 | $13M | 123k | 104.04 |
| 2023-03-31 | $12M | 116k | 104.68 |
| 2022-12-31 | $9.1M | 88k | 104.27 |
| 2022-09-30 | $12M | 115k | 102.66 |
| 2022-06-30 | $11M | 109k | 104.67 |
| 2022-03-31 | $11M | 103k | 104.60 |
| 2021-12-31 | $8.3M | 77k | 107.37 |
| 2021-09-30 | $8.1M | 75k | 107.57 |
| 2021-06-30 | $7.9M | 73k | 107.82 |
| 2021-03-31 | $7.7M | 71k | 107.82 |
| 2020-12-31 | $449k | 4.2k | 108.14 |
| 2020-09-30 | $449k | 4.2k | 108.14 |
| 2020-06-30 | $448k | 4.2k | 107.90 |
| 2020-03-31 | $441k | 4.2k | 106.21 |
| 2019-12-31 | $482k | 4.5k | 106.76 |
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