ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 3,795 Value ($000) $379 Avg Close — Range —
Q2 2023
Shares 2,044 Value ($000) $200 Avg Close — Range —
Q2 2022
Shares 1,969 Value ($000) $200 Avg Close — Range —
Q1 2022
Shares 2,109 Value ($000) $226 Avg Close — Range —
Q4 2021
Shares 2,207 Value ($000) $252 Avg Close — Range —
Q3 2021
Shares 2,244 Value ($000) $258 Avg Close — Range —
Q2 2021
Shares 2,409 Value ($000) $278 Avg Close — Range —
Q1 2021
Shares 2,491 Value ($000) $284 Avg Close — Range —
Q4 2020
Shares 2,376 Value ($000) $281 Avg Close — Range —
Q3 2020
Shares 2,339 Value ($000) $276 Avg Close — Range —
Q2 2020
Shares 2,734 Value ($000) $323 Avg Close — Range —
Q1 2020
Shares 2,714 Value ($000) $313 Avg Close — Range —
Q4 2019
Shares 2,333 Value ($000) $262 Avg Close — Range —
Q3 2019
Shares 2,298 Value ($000) $259 Avg Close — Range —
Q3 2017
Shares 2,435 Value ($000) $267 Avg Close — Range —