Ishares Tr trs flt rt bd shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr trs flt rt bd (TFLO) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Ishares Tr trs flt rt bd
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Quarterly reported holdings in Ishares Tr trs flt rt bd by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 41k | 50.60 |
| 2024-06-30 | $2.2M | 44k | 50.66 |
| 2024-03-31 | $1.8M | 35k | 50.69 |
| 2023-12-31 | $1.8M | 36k | 50.47 |
| 2023-09-30 | $706k | 14k | 50.74 |