Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Global Wealth Strategies & Associates »

iShares Lehman Aggregate Bond shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Lehman Aggregate Bond by Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$5.6k	56	99.25
2023-09-30	$5.3k	56	94.04
2023-06-30	$5.5k	56	97.95
2023-03-31	$5.6k	56	99.64
2022-12-31	$5.4k	56	96.98

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)

Ishares Core Msci Eafe Etf Etf (IEFA)

Invesco Nasdaq 100 Etf Etf (QQQM)

Vanguard Total Bond Market Etf Etf (BND)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Wisdomtree Floating Rate Treasury Fund Etf (USFR)

Ishares National Muni Bond Etf Etf (MUB)

Ishares U.s. Treasury Bond Etf Etf (GOVT)

Ishares Gold Trust Etf (IAU)

Vanguard Short-term Bond Etf Etf (BSV)

Energy Select Sector Spdr Fund Etf (XLE)

Sherwin Williams Stock (SHW)

Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z