HRTFRD BAL INCM I

Ticker: HBLIX CUSIP: 41664M821 Class: Mutual Fund

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
KELLEHER FINANCIAL ADVISORS642$9
Total (1 institutions)642$9