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iShares Lehman Aggregate Bond shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 3.4k 101.28
2024-06-30 $258k 2.7k 97.06
2024-03-31 $275k 2.8k 97.95
2023-12-31 $243k 2.4k 99.25
2023-09-30 $537k 5.7k 94.05
2023-06-30 $503k 5.1k 97.95

More positions owned by Gateway Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrackers S&p (SNPE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Value Etf (VTV)

View all positions for Gateway Wealth Partners

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