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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
2024-03-31 $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 Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
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)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond