HCR Wealth Advisors »

iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $425k 4.0k 106.19
2024-06-30 $418k 4.0k 104.55
2024-03-31 $422k 4.0k 104.73
2023-12-31 $425k 4.0k 105.43
2023-09-30 $411k 4.0k 102.86
2023-06-30 $624k 6.0k 104.04
2023-03-31 $628k 6.0k 104.68
2022-12-31 $626k 6.0k 104.27
2022-09-30 $616k 6.0k 102.67
2022-06-30 $215k 2.1k 104.88