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Cooksen Wealth »

iShares Lehman Aggregate Bond shares owned by Cooksen Wealth

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

Historical chart of Cooksen Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cooksen Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$2.3M	23k	97.94
2023-12-31	$2.3M	23k	99.25

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Select Sector Spdr Tr Financial (XLF)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

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Select Sector Spdr Tr Indl (XLI)

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Select Sector Spdr Tr Communication (XLC)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cooksen Wealth

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates

Wells Fargo & Company

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

Creative Planning

Wealth Enhancement Advisory Services

First Citizens Bank & Trust

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

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