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iShares Lehman Aggregate Bond shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 2.1k 101.27
2024-06-30 $210k 2.2k 97.07
2024-03-31 $629k 6.4k 97.94
2023-12-31 $2.4M 24k 99.25
2023-09-30 $2.2M 24k 94.04
2023-06-30 $2.0M 21k 97.95
2023-03-31 $1.6M 16k 99.64
2022-12-31 $1.5M 15k 96.99

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Builders FirstSource (BLDR)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Altus Wealth Group

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