Capital A Wealth Management »

iShares Lehman Aggregate Bond shares owned by Capital A Wealth Management

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

Historical chart of Capital A Wealth 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 Capital A Wealth 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $14k 142 98.92
2024-12-31 $20k 201 96.90

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond