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iShares Lehman Aggregate Bond shares owned by ERTS Wealth Advisors

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

Historical chart of ERTS Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by ERTS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 25k 97.94
2023-12-31 $12M 118k 99.25
2023-03-31 $239k 2.4k 99.63
2022-12-31 $5.8M 60k 96.99
2019-12-31 $11k 100 110.00
2019-03-31 $11k 100 110.00
2018-12-31 $11k 100 110.00

More positions owned by ERTS Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Broad Usd High (USHY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)

View all positions for ERTS Wealth Advisors

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