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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Natl AMTFr Mncpl Bd held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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