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iShares Lehman Aggregate Bond shares owned by Gray Wealth Management

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

Historical chart of Gray 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 Gray 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 Gray Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $284k 2.9k 96.90
2024-09-30 $297k 2.9k 101.27
2024-06-30 $285k 2.9k 97.07
2024-03-31 $287k 2.9k 97.94
2023-12-31 $234k 2.4k 99.25
2023-09-30 $222k 2.4k 94.04

More positions owned by Gray Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Health Car Etf (VHT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Gray 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