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iShares Lehman Aggregate Bond shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $866k 8.8k 97.94
2023-12-31 $8.9M 90k 99.25
2023-09-30 $6.7M 71k 94.04
2022-09-30 $6.3M 67k 94.03

More positions owned by Buck Wealth Strategies

Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Caterpillar (CAT)
Waste Management (WM)
Merck & Co (MRK)
Verizon Communications (VZ)
Coca-Cola Company (KO)
Pfizer (PFE)
Eaton Corp SHS (ETN)
Cisco Systems (CSCO)
Lyondellbasell Industries N Shs - A - (LYB)
Southern Company (SO)
Paychex (PAYX)
Consolidated Edison (ED)

View all positions for Buck Wealth Strategies

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