ISHARES TR

Ticker: TFLO CUSIP: 46434V860 Class: TRS FLT RT BD

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

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

Q4 2025
Shares 18,125 Value ($000) $915 Avg Close — Range —
Q3 2025
Shares 19,285 Value ($000) $973 Avg Close — Range —
Q2 2025
Shares 21,585 Value ($000) $1,093 Avg Close — Range —
Q1 2025
Shares 34,435 Value ($000) $1,744 Avg Close — Range —
Q4 2024
Shares 39,610 Value ($000) $1,999 Avg Close — Range —
Q3 2024
Shares 40,535 Value ($000) $2,051 Avg Close — Range —
Q2 2024
Shares 44,160 Value ($000) $2,237 Avg Close — Range —
Q1 2024
Shares 35,160 Value ($000) $1,782 Avg Close — Range —
Q4 2023
Shares 35,790 Value ($000) $1,806 Avg Close — Range —
Q3 2023
Shares 13,905 Value ($000) $706 Avg Close — Range —