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iShares Lehman Aggregate Bond shares owned by Etesian Wealth Advisors

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

Historical chart of Etesian 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 Etesian 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 Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $534k 5.3k 101.27
2023-03-31 $508k 5.1k 99.64
2022-12-31 $498k 5.1k 96.99

More positions owned by Etesian Wealth Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Costco Wholesale Corporation (COST)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Managd Mun Etf (FMB)
Eli Lilly & Co. (LLY)

View all positions for Etesian Wealth Advisors

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