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iShares Lehman Aggregate Bond shares owned by Act Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Act Wealth Management from 13F filings

Historical chart of Act Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Act Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 85k 101.27
2024-06-30 $5.9M 61k 97.07

More positions owned by Act Wealth Management

Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Jp Mrg Em Crp Bd (CEMB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Financial (XLF)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Act Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond