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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
2024-03-31 $4.9M 50k 97.94
2023-12-31 $5.1M 52k 99.25

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Shrt Nat Mun Etf (SUB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr National Mun Etf (MUB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr New York Mun Etf (NYF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)

View all positions for Durante & Waters

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