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iShares Lehman Aggregate Bond shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $88M 875k 100.25
2025-06-30 $82M 829k 99.20
2025-03-31 $78M 786k 98.92
2024-12-31 $79M 819k 96.90
2024-09-30 $90M 891k 101.27
2024-06-30 $89M 913k 97.07
2024-03-31 $70M 718k 97.94
2023-09-30 $72M 770k 94.04
2023-06-30 $71M 724k 97.95
2023-03-31 $72M 722k 99.83
2022-12-31 $52M 758k 68.00
2022-09-30 $72M 745k 96.34
2022-06-30 $82M 807k 101.68
2022-03-31 $89M 829k 107.10
2021-12-31 $96M 841k 114.08
2021-09-30 $45M 395k 114.83
2021-06-30 $34M 295k 115.33
2021-03-31 $32M 279k 113.83
2020-12-31 $31M 265k 118.19
2020-09-30 $33M 278k 118.06
2020-06-30 $30M 255k 118.21
2020-03-31 $22M 190k 115.37
2019-12-31 $19M 170k 112.37
2019-09-30 $18M 158k 113.11
2019-06-30 $17M 150k 111.35
2019-03-31 $6.6k 132k 0.05
2018-12-31 $19M 181k 106.49
2018-09-30 $20M 189k 105.52
2018-06-30 $17M 160k 105.99
2018-03-31 $17M 163k 106.90
2017-12-31 $16M 145k 109.01
2017-09-30 $15M 139k 109.43
2017-06-30 $15M 138k 108.95
2017-03-31 $15M 137k 108.64
2016-12-31 $281k 2.6k 108.41
2016-09-30 $477k 4.2k 112.50

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss 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
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond