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iShares Lehman Aggregate Bond shares owned by Focused Wealth Management

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

Historical chart of Focused 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 Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 2.3k 97.93
2023-12-31 $228k 2.3k 99.26
2023-09-30 $215k 2.3k 94.06
2023-06-30 $605k 6.2k 97.95
2023-03-31 $620k 6.2k 99.64
2022-12-31 $8.5M 88k 96.99
2022-09-30 $931k 9.7k 96.37
2022-06-30 $32k 318 100.63
2022-03-31 $34k 316 107.59
2021-12-31 $1.3M 11k 114.05
2021-09-30 $341k 3.0k 114.81
2021-06-30 $342k 3.0k 115.19
2021-03-31 $313k 2.7k 113.94
2020-12-31 $378k 3.2k 118.13
2020-09-30 $385k 3.3k 117.95
2020-06-30 $386k 3.3k 118.26
2020-03-31 $377k 3.3k 115.50
2019-12-31 $199k 1.8k 112.37
2019-09-30 $7.0k 64 109.38
2019-06-30 $197k 1.8k 111.24
2019-03-31 $442k 4.0k 109.19
2018-12-31 $431k 4.0k 106.47
2018-09-30 $405k 3.8k 105.61
2018-06-30 $430k 4.0k 106.23
2018-03-31 $434k 4.0k 107.21
2017-12-31 $443k 4.0k 109.44
2017-09-30 $444k 4.0k 109.68
2017-06-30 $443k 4.0k 109.44
2017-03-31 $439k 4.0k 108.45
2016-12-31 $2.4M 22k 108.04
2016-09-30 $7.0k 64 109.38
2016-06-30 $7.0k 64 109.38
2016-03-31 $7.0k 64 109.38
2015-12-31 $7.0k 64 109.38
2015-09-30 $13k 120 108.33
2015-06-30 $56k 513 109.16
2015-03-31 $7.0k 64 109.38
2014-12-31 $7.0k 64 109.38
2014-09-30 $7.0k 64 109.38
2014-06-30 $7.0k 64 109.38
2013-12-31 $7.0k 64 109.38
2013-09-30 $7.0k 64 109.38

More positions owned by Focused Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Focused Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Mastercard Foundation Asset Management Corp
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group

View all funds holding iShares Lehman Aggregate Bond