ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 4,000 Value ($000) $427 Avg Close — Range —
Q3 2025
Shares 4,000 Value ($000) $427 Avg Close — Range —
Q2 2025
Shares 4,000 Value ($000) $425 Avg Close — Range —
Q1 2025
Shares 4,000 Value ($000) $422 Avg Close — Range —
Q4 2024
Shares 4,000 Value ($000) $422 Avg Close — Range —
Q3 2024
Shares 4,000 Value ($000) $425 Avg Close — Range —
Q2 2024
Shares 4,000 Value ($000) $418 Avg Close — Range —
Q1 2024
Shares 4,031 Value ($000) $422 Avg Close — Range —
Q4 2023
Shares 4,031 Value ($000) $425 Avg Close — Range —
Q3 2023
Shares 4,000 Value ($000) $411 Avg Close — Range —
Q2 2023
Shares 6,000 Value ($000) $624 Avg Close — Range —
Q1 2023
Shares 6,000 Value ($000) $628 Avg Close — Range —
Q4 2022
Shares 6,000 Value ($000) $626 Avg Close — Range —
Q3 2022
Shares 6,000 Value ($000) $616 Avg Close — Range —
Q2 2022
Shares 2,050 Value ($000) $215 Avg Close — Range —