ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 48,414 Value ($000) $2,076 Avg Close — Range —
Q3 2025
Shares 48,892 Value ($000) $2,108 Avg Close — Range —
Q2 2025
Shares 48,820 Value ($000) $2,106 Avg Close — Range —
Q1 2025
Shares 51,008 Value ($000) $2,169 Avg Close — Range —
Q4 2024
Shares 51,008 Value ($000) $2,173 Avg Close — Range —
Q3 2024
Shares 50,008 Value ($000) $2,171 Avg Close — Range —
Q2 2024
Shares 50,048 Value ($000) $2,112 Avg Close — Range —
Q1 2024
Shares 50,713 Value ($000) $2,158 Avg Close — Range —
Q4 2023
Shares 50,823 Value ($000) $2,146 Avg Close — Range —
Q3 2023
Shares 39,602 Value ($000) $1,625 Avg Close — Range —
Q2 2023
Shares 41,292 Value ($000) $1,712 Avg Close — Range —
Q1 2023
Shares 41,227 Value ($000) $1,718 Avg Close — Range —
Q4 2022
Shares 41,499 Value ($000) $1,697 Avg Close — Range —
Q3 2022
Shares 42,700 Value ($000) $1,705 Avg Close — Range —
Q2 2022
Shares 49,485 Value ($000) $2,007 Avg Close — Range —
Q1 2022
Shares 153,251 Value ($000) $6,737 Avg Close — Range —
Q4 2021
Shares 153,144 Value ($000) $6,937 Avg Close — Range —
Q3 2021
Shares 149,879 Value ($000) $6,849 Avg Close — Range —
Q2 2021
Shares 125,668 Value ($000) $5,788 Avg Close — Range —
Q1 2021
Shares 20,579 Value ($000) $943 Avg Close — Range —
Q4 2020
Shares 6,710 Value ($000) $305 Avg Close — Range —