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iShares Lehman Aggregate Bond shares owned by Boomfish Wealth Group

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

Historical chart of Boomfish 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 Boomfish 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 Boomfish Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 45k 101.27
2024-06-30 $961k 9.9k 97.07
2024-03-31 $608k 6.2k 97.94

More positions owned by Boomfish Wealth Group

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lowe's Companies (LOW)
Servicenow (NOW)
Amazon (AMZN)
Palo Alto Networks (PANW)
Arista Networks (ANET)
Intercontinental Exchange (ICE)
Alphabet Cap Stk Cl C (GOOG)
Lockheed Martin Corporation (LMT)

View all positions for Boomfish Wealth Group

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