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iShares Lehman Aggregate Bond shares owned by HFG Advisors

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

Historical chart of HFG 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 HFG 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 HFG Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $304k 3.0k 99.88
2022-09-30 $1.4M 15k 96.35
2022-06-30 $1.6M 16k 101.65
2022-03-31 $1.7M 16k 107.12
2021-12-31 $1.9M 17k 114.08

More positions owned by HFG Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded A Com Shs (FTC)
Ishares Tr Msci Emg Mkt Etf (EEM)
T Rowe Price Etf Cap Appreciation (TCAF)
Procter & Gamble Company (PG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for HFG Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond