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iShares Lehman Aggregate Bond shares owned by Ascent Wealth Partners

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

Historical chart of Ascent Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 21k 97.94
2023-12-31 $1.7M 18k 99.25
2023-09-30 $1.6M 17k 94.04
2023-06-30 $1.8M 18k 97.95
2023-03-31 $1.6M 16k 99.64
2022-12-31 $1.6M 17k 96.97
2022-09-30 $1.6M 17k 96.34
2022-06-30 $815k 7.8k 104.97

More positions owned by Ascent Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Automatic Data Processing (ADP)
Accenture Plc Ireland Shs Cl A (ACN)
Abbott Laboratories (ABT)
Abbvie (ABBV)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Ameriprise Financial (AMP)

View all positions for Ascent Wealth Partners

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond