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iShares Lehman Aggregate Bond shares owned by EisnerAmper Wealth Management Corporate Benefits

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

Historical chart of EisnerAmper Wealth Management Corporate Benefits investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by EisnerAmper Wealth Management Corporate Benefits consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by EisnerAmper Wealth Management Corporate Benefits

Quarter filed Position value Share count Share price at filing
2023-12-31 $47M 469k 99.25
2023-09-30 $10M 107k 94.04
2023-06-30 $833k 8.5k 97.94
2023-03-31 $371k 3.7k 99.54
2022-12-31 $395k 4.1k 97.05
2022-09-30 $412k 4.3k 96.35
2022-06-30 $445k 4.4k 101.67
2022-03-31 $275k 2.6k 107.21
2021-12-31 $203k 1.8k 114.11

More positions owned by EisnerAmper Wealth Management Corporate Benefits

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
SPDR S&P Dividend ETF Etf (SDY)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)
Schwab Us Dividend Equity Etf Etf (SCHD)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)

View all positions for EisnerAmper Wealth Management Corporate Benefits

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