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iShares Lehman Aggregate Bond shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Carr Financial Group Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 22k 97.94
2023-12-31 $2.4M 24k 99.25
2023-09-30 $1.8M 19k 94.18
2023-06-30 $2.1M 21k 97.95
2023-03-31 $1.6M 16k 99.64

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Carr Financial Group Corp

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