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iShares Lehman Aggregate Bond shares owned by Walker Financial Services

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

Historical chart of Walker Financial Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Walker Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 218k 97.94

More positions owned by Walker Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust Consmr Staples (FSTA)
Coca-Cola Company (KO)
Intel Corporation (INTC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Walker Financial Services

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