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iShares Lehman Aggregate Bond shares owned by Retirement Guys Formula

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Retirement Guys Formula from 13F filings

Historical chart of Retirement Guys Formula investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Retirement Guys Formula

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 17k 97.94
2023-12-31 $1.5M 15k 99.25
2023-09-30 $1.6M 18k 94.04
2023-06-30 $1.8M 18k 97.95
2023-03-31 $1.6M 16k 99.64
2022-12-31 $1.5M 15k 96.99

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Listed Fd Tr Swan Hedged Eqty (HEGD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
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Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Value Line Divid In SHS (FVD)
Goldman Sachs Physical Gold Unit (AAAU)

View all positions for Retirement Guys Formula

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi

View all funds holding iShares Lehman Aggregate Bond