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iShares Lehman Aggregate Bond shares owned by Gries Financial

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

Historical chart of Gries Financial investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gries Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 11k 94.04
2023-06-30 $1.0M 11k 97.95
2023-03-31 $1.1M 11k 99.64
2022-12-31 $1.0M 11k 97.00
2022-09-30 $987k 10k 96.37
2022-03-31 $1.1M 11k 107.09
2021-12-31 $1.3M 11k 114.11
2021-09-30 $1.3M 11k 114.80

More positions owned by Gries Financial

Ishares Tr Core S&p500 Etf (IVV)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Cintas Corporation (CTAS)
Blackstone Secd Lending Common Stock (BXSL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr U.s. Tech Etf (IYW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Gries Financial

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