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iShares Lehman Aggregate Bond shares owned by Adapt Wealth Advisors

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

Historical chart of Adapt Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $383k 3.8k 101.27
2024-06-30 $743k 7.7k 97.07
2024-03-31 $885k 9.0k 97.94

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr U.s. Insrnce Etf (IAK)

View all positions for Adapt Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond