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iShares Lehman Aggregate Bond shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates 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 Bennett Associates 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 Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 38k 97.94
2023-12-31 $3.5M 35k 99.25

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Core Msci Emkt (IEMG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Bennett Associates Wealth Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond