EPG Wealth Management »

iShares Lehman Aggregate Bond shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8k 38 101.26
2024-06-30 $0 0 0.00
2024-03-31 $3.7k 38 97.95
2023-12-31 $3.7k 38 96.76
2023-06-30 $5.8k 59 97.95
2021-12-31 $26k 225 115.56
2021-09-30 $26k 224 116.07
2020-03-31 $28k 244 114.75
2019-12-31 $39k 351 111.11

More positions owned by EPG Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Eli Lilly & Co. (LLY)

View all positions for EPG Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond