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iShares Lehman Aggregate Bond shares owned by Fft Wealth Management

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

Historical chart of Fft 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 Fft 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 Fft Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $61M 619k 99.25
2023-09-30 $4.1M 44k 94.04
2023-06-30 $3.4M 35k 97.95
2023-03-31 $804k 8.1k 99.64
2022-12-31 $782k 8.1k 96.99
2020-03-31 $7.2M 62k 115.37
2018-06-30 $302k 2.8k 106.30
2018-03-31 $305k 2.8k 107.36
2016-12-31 $8.5M 79k 108.06

More positions owned by Fft Wealth Management

Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
TJX Companies (TJX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Copart (CPRT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Fft 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