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iShares Lehman Aggregate Bond shares owned by Carr Financial Group Corp

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

Historical chart of Carr Financial Group Corp investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 18k 101.27
2024-06-30 $1.8M 18k 97.07
2024-03-31 $2.1M 22k 97.94
2023-12-31 $2.4M 24k 99.25
2023-09-30 $1.8M 19k 94.18
2023-06-30 $2.1M 21k 97.95
2023-03-31 $1.6M 16k 99.64

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)

View all positions for Carr Financial Group Corp

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