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iShares Lehman Aggregate Bond shares owned by GW & Wade

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $352k 3.6k 99.15
2023-09-30 $470k 5.0k 94.13
2023-06-30 $476k 4.9k 97.88
2023-03-31 $484k 4.9k 99.71
2022-12-31 $471k 4.9k 96.93
2022-09-30 $1.8M 19k 96.32
2022-06-30 $1.9M 19k 101.67
2022-03-31 $2.1M 19k 107.09
2021-12-31 $2.1M 19k 114.07
2021-09-30 $2.2M 19k 114.81
2021-06-30 $2.2M 19k 115.33
2021-03-31 $2.2M 19k 113.80
2020-12-31 $2.3M 19k 118.20
2020-09-30 $2.2M 19k 118.07
2020-06-30 $2.2M 19k 118.23
2020-03-31 $2.3M 20k 115.35
2019-12-31 $1.9M 17k 112.39
2019-09-30 $1.3M 12k 113.15
2019-06-30 $1.3M 12k 111.37
2019-03-31 $1.3M 12k 109.05
2018-12-31 $1.2M 12k 106.51
2018-09-30 $1.4M 13k 105.55
2018-06-30 $1.4M 13k 106.32
2018-03-31 $2.3M 22k 107.23
2017-12-31 $2.4M 22k 109.31
2017-09-30 $2.4M 22k 109.58
2017-06-30 $2.3M 21k 109.51
2017-03-31 $2.3M 22k 108.50
2016-12-31 $2.1M 20k 108.04
2016-09-30 $2.2M 20k 112.43
2016-06-30 $2.2M 20k 112.60
2016-03-31 $2.2M 20k 110.82
2015-12-31 $1.3M 12k 108.03
2015-09-30 $1.3M 12k 109.54
2015-06-30 $1.3M 12k 108.77
2015-03-31 $1.3M 12k 111.42

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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