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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
2025-09-30 $699k 7.0k 100.25
2025-06-30 $640k 6.5k 98.91
2025-03-31 $496k 5.1k 96.90
2024-12-31 $368k 3.6k 101.28
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

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
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)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Dimensional Etf Trust World Equity Etf (DFAW)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Managed Portfolio Series Kensington Hedge (KHPI)

View all positions for HFG Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond