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iShares Lehman Aggregate Bond shares owned by Boltwood Capital Management

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

Historical chart of Boltwood Capital 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 Boltwood Capital 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 Boltwood Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 2.1k 101.27
2024-06-30 $204k 2.1k 97.07
2024-03-31 $739k 7.6k 97.94
2023-12-31 $749k 7.6k 99.25
2023-09-30 $710k 7.6k 94.04

More positions owned by Boltwood Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Flexshares Tr Discp Dur Mbs (MBSD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)

View all positions for Boltwood Capital Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond