iShares S&P Natl AMTFr Mncpl Bd shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Natl AMTFr Mncpl Bd (MUB) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in iShares S&P Natl AMTFr Mncpl Bd
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Quarterly reported holdings in iShares S&P Natl AMTFr Mncpl Bd by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 110k | 108.63 |
| 2024-06-30 | $11M | 106k | 106.55 |
| 2024-03-31 | $11M | 104k | 107.60 |
| 2023-12-31 | $11M | 100k | 108.41 |
| 2023-09-30 | $10M | 100k | 102.54 |
| 2023-06-30 | $10M | 97k | 106.73 |
| 2023-03-31 | $9.9M | 92k | 107.74 |
| 2022-12-31 | $9.1M | 86k | 105.52 |
| 2022-09-30 | $8.7M | 85k | 102.58 |
| 2022-06-30 | $8.6M | 81k | 106.36 |
| 2022-03-31 | $8.5M | 78k | 109.63 |
| 2021-12-31 | $8.5M | 73k | 116.28 |
| 2021-09-30 | $8.4M | 72k | 116.17 |
| 2021-06-30 | $8.3M | 70k | 117.20 |
| 2021-03-31 | $8.1M | 70k | 116.05 |
| 2020-12-31 | $7.5M | 64k | 117.19 |
| 2020-09-30 | $7.4M | 64k | 115.93 |
| 2020-06-30 | $7.4M | 64k | 115.41 |
| 2020-03-31 | $7.0M | 62k | 113.01 |
| 2019-12-31 | $7.1M | 63k | 113.91 |
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