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iShares Lehman Aggregate Bond shares owned by Howard Financial Services

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

Historical chart of Howard Financial Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Howard Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $715k 7.1k 101.27
2024-06-30 $717k 7.4k 97.07
2024-03-31 $731k 7.5k 97.95
2023-12-31 $739k 7.4k 99.25
2023-09-30 $555k 5.9k 94.04

More positions owned by Howard Financial Services

Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Actively Managed Exc Total Return (GTO)
Apple (AAPL)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pgim Etf Tr Total Return Bon (PTRB)
Ishares Tr Msci Intl Qualty (IQLT)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Spdr Ser Tr Bloomberg Sht Te (SJNK)

View all positions for Howard Financial Services

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