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iShares Lehman Aggregate Bond shares owned by Cpwa

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

Historical chart of Cpwa investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cpwa

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 16k 98.92

More positions owned by Cpwa

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Cpwa

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond