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iShares Lehman Aggregate Bond shares owned by Ccg Wealth Management

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

Historical chart of Ccg 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 Ccg 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 Ccg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $351k 3.5k 99.88
2024-03-31 $343k 3.5k 97.94
2023-12-31 $4.4M 44k 99.25
2021-09-30 $283k 2.5k 114.67
2019-12-31 $2.2M 19k 112.39
2019-09-30 $2.3M 20k 113.17
2019-06-30 $2.4M 21k 111.34
2019-03-31 $2.4M 22k 109.08
2018-12-31 $1.6M 16k 106.49

More positions owned by Ccg Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Rus Mid Cap Etf (IWR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Sempra Energy (SRE)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Ccg Wealth Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond