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iShares Lehman Aggregate Bond shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Goldstone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 11k 101.27
2024-06-30 $1.0M 10k 97.07
2024-03-31 $1.4M 14k 97.94
2023-12-31 $1.5M 15k 99.25
2023-09-30 $6.4M 68k 94.04
2023-06-30 $6.6M 68k 97.95
2023-03-31 $14M 140k 99.64

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actively Managed Exc Var Rate Invt (VRIG)

View all positions for Goldstone Financial Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond