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iShares Lehman Aggregate Bond shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 23k 97.94
2023-12-31 $1.9M 20k 99.25
2023-09-30 $2.4M 25k 94.04
2023-06-30 $2.8M 28k 97.95
2023-03-31 $6.7M 44k 152.61
2022-12-31 $4.9M 51k 97.00
2022-09-30 $2.9M 30k 96.34
2022-06-30 $3.0M 29k 101.67
2022-03-31 $2.2M 20k 107.11
2021-12-31 $3.2M 28k 114.06
2021-09-30 $3.3M 28k 114.84
2021-06-30 $3.4M 29k 115.33
2021-03-31 $3.2M 28k 113.82
2020-12-31 $2.6M 22k 118.19
2020-09-30 $2.5M 21k 118.07
2020-06-30 $4.8M 40k 118.20
2020-03-31 $3.0M 26k 115.38
2019-12-31 $4.3M 39k 112.39
2019-09-30 $4.5M 40k 113.16
2019-06-30 $994k 8.8k 112.62
2019-03-31 $4.6M 42k 109.09
2018-12-31 $5.2M 49k 106.49
2018-09-30 $4.7M 44k 105.51
2018-06-30 $4.9M 46k 106.32
2018-03-31 $4.9M 46k 107.39
2017-12-31 $5.0M 46k 109.32
2017-09-30 $1.1M 9.6k 109.66
2017-06-30 $1.0M 9.4k 109.50
2017-03-31 $982k 9.0k 108.53
2016-12-31 $899k 8.3k 107.99
2016-09-30 $958k 8.5k 112.44
2016-06-30 $994k 8.8k 112.62
2016-03-31 $626k 5.6k 110.82
2013-12-31 $1.0M 9.9k 106.44
2012-09-30 $436k 3.9k 112.46
2012-06-30 $398k 3.6k 111.33
2012-03-31 $422k 3.8k 109.84
2011-12-31 $395k 3.6k 110.18
2011-09-30 $482k 4.4k 110.22
2011-06-30 $384k 3.6k 106.76

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
First Tr Lrge Cp Core Alpha Com Shs (FEX)

View all positions for HBK Sorce Advisory

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond