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iShares Lehman Aggregate Bond shares owned by DHK Financial Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by DHK Financial Advisors from 13F filings

Historical chart of DHK Financial Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $824k 8.5k 96.90
2024-09-30 $861k 8.5k 101.27

More positions owned by DHK Financial Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Utilities Etf (VPU)
Ishares Frontier And Sel (FM)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Columbia Etf Tr Ii India Consmr Etf (INCO)

View all positions for DHK Financial Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
BlackRock
Us Bancorp
Morgan Stanley
Mercer Global Advisors
Betterment
Ameriprise Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
Northern Trust

View all funds holding iShares Lehman Aggregate Bond