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iShares Lehman Aggregate Bond shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 19k 99.25
2023-09-30 $1.7M 18k 94.04
2023-06-30 $1.7M 18k 97.95
2023-03-31 $1.6M 16k 99.64
2021-09-30 $234k 2.0k 114.76

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View all positions for Golden State Equity Partners

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