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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
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 Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus Mid Cap Etf (IWR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Homestreet (HMST)
Sempra Energy (SRE)
Vanguard Index Fds Total Stk Mkt (VTI)
Bofi Holding (AX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ccg Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond