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iShares Lehman Aggregate Bond shares owned by Core Wealth Management

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

Historical chart of Core 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 Core 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 Core Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 120k 96.90
2024-09-30 $229k 2.4k 97.07
2024-06-30 $229k 2.4k 97.07
2023-12-31 $9.5M 96k 99.25
2023-06-30 $266k 2.7k 97.95
2023-03-31 $1.0M 10k 99.64
2022-12-31 $1.3M 13k 96.99

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Nextera Energy (NEE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Core Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond