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iShares Lehman Aggregate Bond shares owned by Hudock Moyer Wealth Resources

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Hudock Moyer Wealth Resources from 13F filings

Historical chart of Hudock Moyer Wealth Resources investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Hudock Moyer Wealth Resources consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Hudock Moyer Wealth Resources

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 245k 99.25
2023-09-30 $23M 243k 94.04
2023-06-30 $15M 156k 97.95
2023-03-31 $16M 158k 99.64
2022-12-31 $6.0M 62k 96.99
2022-09-30 $6.2M 65k 96.33
2022-06-30 $6.6M 65k 101.67
2022-03-31 $6.8M 64k 107.09
2021-12-31 $6.7M 59k 114.07
2021-09-30 $6.6M 58k 114.83
2021-06-30 $6.5M 56k 115.32
2021-03-31 $6.4M 56k 113.82
2020-12-31 $5.5M 47k 118.18
2020-09-30 $5.3M 45k 118.06
2020-06-30 $5.1M 43k 118.19
2020-03-31 $4.8M 42k 115.36
2019-12-31 $4.9M 43k 112.68
2019-09-30 $4.8M 42k 113.17
2019-06-30 $4.6M 41k 111.33
2019-03-31 $4.4M 40k 109.05
2018-12-31 $4.6M 43k 106.24
2018-09-30 $4.5M 43k 105.50
2018-06-30 $4.4M 42k 106.30
2018-03-31 $4.4M 41k 107.23
2017-12-31 $4.6M 42k 109.32
2017-09-30 $4.7M 43k 109.58
2017-06-30 $4.2M 38k 109.50
2017-03-31 $4.2M 39k 108.49
2016-12-31 $4.1M 38k 108.05
2016-09-30 $4.4M 39k 112.41
2016-06-30 $4.3M 39k 112.60
2016-03-31 $4.2M 38k 110.82
2015-12-31 $5.2M 48k 108.01
2015-09-30 $5.2M 48k 109.57
2015-06-30 $5.3M 49k 108.78
2015-03-31 $5.2M 46k 111.43
2014-12-31 $5.1M 46k 110.12
2014-09-30 $3.4M 31k 109.12

More positions owned by Hudock Moyer Wealth Resources

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Hudock Moyer Wealth Resources

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