EXENCIAL WEALTH ADVISORS, LLC
Position in AGRH — iShares Interest Rate Hedged U.S. Aggregate Bond ETF
CIK 1576151
OKLAHOMA CITY, OK
Position in AGRH
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,633,131
+$504,760 QoQ
Shares Held
130,489
+8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AGRH Over Time
Shares Held
Position Value (USD)
No Holdings History
No holdings records found for this institution in AGRH.