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iShares Lehman Aggregate Bond shares owned by HFG Wealth Management

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

Historical chart of HFG Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 2.9k 97.08
2024-06-30 $284k 2.9k 97.08
2023-12-31 $846k 8.5k 99.27
2023-03-31 $1.8M 18k 99.64

More positions owned by HFG Wealth Management

Innovator Etfs Trust Intrnl Dev Aprl (IAPR)
Northern Lights Fd Tr Toews Agilty Shs (MRSK)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
First Tr Exchange-traded Ft Vest Gold (IGLD)
Dimensional Etf Trust World Equity Etf (DFAW)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)

View all positions for HFG Wealth Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond