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iShares Lehman Aggregate Bond shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $35k 352 98.36
2022-06-30 $999 7 142.86
2022-03-31 $12k 110 109.09
2021-12-31 $12k 110 109.09
2021-09-30 $118k 1.0k 113.79
2020-12-31 $9.2M 79k 116.71

More positions owned by Kozak & Associates

Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco S&p 500 Revenue Etf Etf (RWL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Nvidia Corporation Stock (NVDA)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Health Care Select Sector Spdr Fund Etf (XLV)
Vaneck Semiconductor Etf Etf (SMH)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

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