Garrett Wealth Advisory Group »

iShares Lehman Aggregate Bond shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Garrett Wealth Advisory Group 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 Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 2.9k 101.26
2024-06-30 $284k 2.9k 97.06
2019-09-30 $83k 731 113.21

More positions owned by Garrett Wealth Advisory Group

Energy Transfer Com Ut Ltd Ptn (ET)
Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Msci Usa Strtgic (QUS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Garrett Wealth Advisory Group

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