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iShares Lehman Aggregate Bond shares owned by Hollencrest Securities

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Hollencrest Securities from 13F filings

Historical chart of Hollencrest Securities investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Hollencrest Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Hollencrest Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 29k 97.94
2023-12-31 $2.9M 30k 99.25
2023-09-30 $2.7M 29k 94.04
2023-06-30 $2.8M 29k 97.95
2023-03-31 $2.8M 28k 99.64
2022-12-31 $2.7M 28k 96.99
2022-09-30 $3.0M 31k 96.33
2022-06-30 $3.2M 31k 101.69
2022-03-31 $4.5M 42k 107.10
2021-12-31 $4.8M 42k 114.07
2021-09-30 $4.4M 38k 114.84
2021-06-30 $4.2M 37k 115.32
2021-03-31 $4.4M 38k 114.00
2020-12-31 $4.2M 36k 118.00
2020-09-30 $3.5M 30k 118.00
2020-06-30 $3.2M 27k 118.40
2020-03-31 $2.9M 25k 115.20
2019-12-31 $2.9M 26k 112.40
2019-09-30 $2.7M 24k 113.20
2019-06-30 $2.5M 23k 111.20
2019-03-31 $4.9M 45k 109.08
2018-12-31 $4.4M 41k 106.49
2018-09-30 $4.2M 40k 105.52
2018-06-30 $4.0M 38k 106.31
2018-03-31 $4.1M 38k 107.26
2017-12-31 $4.1M 38k 109.33
2017-09-30 $4.0M 37k 109.58
2017-06-30 $4.0M 37k 109.52
2017-03-31 $4.1M 38k 108.50
2016-12-31 $3.8M 36k 108.07
2016-09-30 $3.9M 35k 112.41
2016-06-30 $4.0M 35k 112.63
2016-03-31 $3.9M 35k 110.84
2015-12-31 $3.8M 35k 108.00
2015-09-30 $3.7M 34k 109.57
2015-06-30 $3.8M 35k 108.78
2015-03-31 $4.3M 39k 111.43
2014-12-31 $4.4M 40k 110.12
2014-09-30 $3.8M 35k 109.12
2014-06-30 $3.8M 35k 109.41
2014-03-31 $3.8M 35k 107.92
2013-12-31 $3.7M 35k 106.43
2013-03-31 $1.9M 17k 111.10
2012-12-31 $1.9M 17k 111.10
2012-09-30 $2.1M 18k 112.43
2012-06-30 $2.0M 18k 111.28
2012-03-31 $2.1M 20k 109.86
2011-12-31 $2.1M 19k 110.23
2011-09-30 $2.0M 18k 110.08
2011-06-30 $2.0M 19k 106.64
2011-03-31 $2.5M 24k 105.15

More positions owned by Hollencrest Securities

Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Unitedhealth Group Stock (UNH)
Microsoft Corp Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Costco Whsl Corp Stock (COST)
United Parcel Service Inc Cl B Stock (UPS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Technology Select Sector Spdr Fund Etf (XLK)
Home Depot Stock (HD)
Salesforce Stock (CRM)

View all positions for Hollencrest Securities

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond