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iShares Lehman Aggregate Bond shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $30k 311 97.07
2024-03-31 $34k 350 97.94
2023-12-31 $31k 308 99.25

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

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