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iShares Lehman Aggregate Bond shares owned by Durante & Waters

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

Historical chart of Durante & Waters investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Durante & Waters

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 60k 101.27
2024-06-30 $5.6M 58k 97.07
2024-03-31 $4.9M 50k 97.94
2023-12-31 $5.1M 52k 99.25

More positions owned by Durante & Waters

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr New York Mun Etf (NYF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Intl Qualty (IQLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Durante & Waters

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