APCM Wealth Management for Individuals »

iShares Lehman Aggregate Bond shares owned by APCM Wealth Management for Individuals

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

Historical chart of APCM Wealth Management for Individuals investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 451 97.94
2023-12-31 $42k 424 99.25
2023-03-31 $56 1 56.00

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Indexiq Etf Tr Hedge Mlti Etf (QAI)
Listed Fd Tr Core Alt Fd (CCOR)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares U S Etf Tr Bloomberg Roll (CMDY)

View all positions for APCM Wealth Management for Individuals

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond