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iShares Lehman Aggregate Bond shares owned by Lake Hills Wealth Management

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

Historical chart of Lake Hills 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 Lake Hills 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 Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 102k 101.27
2024-06-30 $10M 104k 97.07
2024-03-31 $4.1M 42k 97.94
2022-03-31 $3.1M 29k 107.11
2021-12-31 $3.2M 28k 114.10

More positions owned by Lake Hills Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr China Lg-cap Etf (FXI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr U.s. Med Dvc Etf (IHI)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Lake Hills 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