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 csv Download as ExcelQuarterly 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 |
Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF