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Grey Fox Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Grey Fox Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$16M	159k	97.94
2023-12-31	$13M	133k	99.25
2023-09-30	$12M	127k	94.04
2023-06-30	$12M	124k	97.95
2023-03-31	$12M	119k	99.64
2022-12-31	$11M	111k	96.99

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)

Vanguard Growth ETF Etf (VUG)

Vanguard FTSE Developed Markets ETF Etf (VEA)

iShares Core US Aggregate Bond ETF Etf (AGG)

Vanguard Small Cap Value ETF Etf (VBR)

Vanguard Short Term Cor BD ETF IV Etf (VCSH)

Vanguard Mid Cap ETF IV Etf (VO)

SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)

Vanguard Real Estate ETF Etf (VNQ)

Apple Common Stock (AAPL)

SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)

Vanguard Target Retirement 2045 Inv Fund Mutual Fund (VTIVX)

iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)

Vanguard Target Retirement 2040 Inv Fund Mutual Fund (VFORX)

Schwab US Large Cap Value ETF Etf (SCHV)

View all positions for Grey Fox Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates

Wells Fargo & Company

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

Creative Planning

Wealth Enhancement Advisory Services

First Citizens Bank & Trust

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

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