Pinnacle Financial Group, LLC / IL »

iShares Lehman Aggregate Bond shares owned by Pinnacle Financial Group, LLC / IL

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Pinnacle Financial Group, LLC / IL from 13F filings

Historical chart of Pinnacle Financial Group, LLC / IL investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Pinnacle Financial Group, LLC / IL consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Pinnacle Financial Group, LLC / IL

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 38k 97.94

More positions owned by Pinnacle Financial Group, LLC / IL

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Wisdomtree Tr Us Total Dividnd (DTD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Pinnacle Financial Group, LLC / IL

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