Ishares Tr cmn shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Ishares Tr cmn
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Quarterly reported holdings in Ishares Tr cmn by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2k | 41 | 103.37 |
| 2023-09-30 | $14M | 142k | 96.92 |
| 2023-06-30 | $14M | 141k | 97.60 |
| 2023-03-31 | $14M | 138k | 99.23 |
| 2022-12-31 | $13M | 134k | 96.96 |
| 2022-09-30 | $13M | 139k | 96.11 |
| 2022-06-30 | $14M | 138k | 101.43 |
| 2022-03-31 | $14M | 136k | 104.94 |
| 2021-12-31 | $13M | 124k | 105.88 |
| 2021-09-30 | $13M | 125k | 105.63 |
| 2021-06-30 | $13M | 121k | 106.31 |
| 2021-03-31 | $13M | 119k | 105.72 |
| 2020-12-31 | $6.2M | 59k | 104.42 |
| 2020-09-30 | $6.0M | 57k | 104.06 |
| 2020-06-30 | $5.9M | 87k | 67.44 |
| 2020-03-31 | $5.5M | 55k | 99.90 |
| 2019-12-31 | $5.5M | 55k | 100.72 |