HWA
Heartwood Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
753,839
+404
| +0.1% | +$10.2K | 2% | 18 |
|
|
2025
Q1 | $19M | Buy |
753,435
+44,375
| +6% | +$1.12M | 2.17% | 16 |
|
|
2024
Q4 | $17.8M | Buy |
709,060
+5,344
| +0.8% | +$134K | 2.01% | 19 |
|
|
2024
Q3 | $17.9M | Buy |
703,716
+27,285
| +4% | +$694K | 1.98% | 18 |
|
|
2024
Q2 | $16.9M | Buy |
676,431
+13,032
| +2% | +$326K | 2.02% | 19 |
|
|
2024
Q1 | $16.7M | Buy |
663,399
+44,987
| +7% | +$1.13M | 2.06% | 19 |
|
|
2023
Q4 | $15.7M | Sell |
618,412
-4,342
| -0.7% | -$110K | 2.09% | 18 |
|
|
2023
Q3 | $15.2M | Buy |
622,754
+17,508
| +3% | +$429K | 2.25% | 18 |
|
|
2023
Q2 | $15.2M | Buy |
605,246
+33,474
| +6% | +$839K | 2.15% | 17 |
|
|
2023
Q1 | $14.6M | Buy |
571,772
+45,071
| +9% | +$1.15M | 2.17% | 17 |
|
|
2022
Q4 | $13.2M | Sell |
526,701
-18,088
| -3% | -$454K | 2.07% | 18 |
|
|
2022
Q3 | $13.3M | Buy |
544,789
+28,639
| +6% | +$698K | 2.3% | 17 |
|
|
2022
Q2 | $13M | Buy |
+516,150
| New | +$13M | 2.14% | 17 |
|