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
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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 |
|---|---|---|---|
| 2025-09-30 | $427k | 4.0k | 106.64 |
| 2025-06-30 | $425k | 4.0k | 106.34 |
| 2025-03-31 | $422k | 4.0k | 105.60 |
| 2024-12-31 | $422k | 4.0k | 105.48 |
| 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
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