Ishares Tr ibonds dec 28 shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Ishares Tr ibonds dec 28
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Quarterly reported holdings in Ishares Tr ibonds dec 28 by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.2M | 205k | 25.59 |
| 2023-09-30 | $5.0M | 206k | 24.41 |
| 2023-06-30 | $5.0M | 201k | 25.16 |
| 2023-03-31 | $4.8M | 189k | 25.60 |
| 2022-12-31 | $4.3M | 173k | 25.10 |
| 2022-03-31 | $12M | 487k | 25.47 |
| 2021-12-31 | $12M | 453k | 27.25 |
| 2021-09-30 | $12M | 447k | 27.22 |
| 2021-06-30 | $12M | 435k | 27.42 |
| 2021-03-31 | $12M | 431k | 27.16 |
| 2020-12-31 | $11M | 398k | 27.60 |
| 2020-09-30 | $11M | 399k | 27.29 |
| 2020-06-30 | $11M | 400k | 27.09 |
| 2020-03-31 | $10M | 389k | 26.24 |
| 2019-12-31 | $9.9M | 378k | 26.14 |