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iShares Lehman Aggregate Bond shares owned by Grubman Wealth Management

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

Historical chart of Grubman Wealth Management investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Grubman 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 Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 259k 101.27
2024-06-30 $24M 248k 97.07
2024-03-31 $24M 240k 97.94
2023-12-31 $23M 233k 99.25
2023-09-30 $20M 212k 94.04
2023-06-30 $19M 197k 97.95
2023-03-31 $18M 184k 99.64
2022-12-31 $15M 158k 96.99
2022-09-30 $17M 179k 96.34
2022-06-30 $17M 171k 101.68
2022-03-31 $19M 176k 107.10
2021-12-31 $17M 151k 114.08
2021-09-30 $20M 175k 114.83
2021-06-30 $20M 171k 115.33
2021-03-31 $18M 160k 113.83
2020-12-31 $17M 146k 118.19
2020-09-30 $13M 114k 118.06
2020-06-30 $14M 119k 118.21
2020-03-31 $13M 114k 115.37
2019-12-31 $13M 116k 112.37
2019-09-30 $13M 114k 113.17
2019-06-30 $12M 112k 111.35
2019-03-31 $12M 111k 109.07
2018-12-31 $12M 113k 106.49
2018-09-30 $11M 99k 105.52
2018-06-30 $11M 100k 106.32
2018-03-31 $11M 100k 107.25
2017-12-31 $11M 100k 109.33
2017-09-30 $11M 100k 109.59
2017-06-30 $11M 102k 109.51
2017-03-31 $11M 101k 108.49
2016-12-31 $11M 97k 108.06
2016-09-30 $11M 97k 112.42
2016-06-30 $12M 102k 112.61
2016-03-31 $11M 103k 110.82
2015-12-31 $11M 103k 109.58
2015-09-30 $11M 103k 109.58
2015-06-30 $12M 106k 108.78
2015-03-31 $12M 104k 111.43
2014-12-31 $9.4M 85k 110.13
2014-09-30 $9.2M 85k 109.11
2014-06-30 $9.3M 85k 109.40
2014-03-31 $9.0M 83k 107.91
2013-12-31 $7.2M 67k 106.43

More positions owned by Grubman Wealth Management

iShares Russell 1000 ETF Class Title (IWB)
iShares Russell 2000 ETF Class Title (IWM)
iShares 7-10 Year Treasury Bond ETF Class Title (IEF)
iShares MSCI EAFE ETF Class Title (EFA)
iShares Core US Aggregate Bond ETF Class Title (AGG)
Vanguard Mortgage-Backed Secs ETF Class Title (VMBS)
Invesco NASDAQ 100 ETF Class Title (QQQM)
iShares 0-5 Year TIPS Bond ETF Class Title (STIP)
Vanguard FTSE Developed Markets ETF Class Title (VEA)
Vanguard S&P 500 ETF Class Title (VOO)
Vanguard Small-Cap ETF Class Title (VB)
Vanguard Short-Term Corporate Bond ETF Class Title (VCSH)
iShares Core MSCI Emerging Markets ETF Class Title (IEMG)
iShares ESG Aware MSCI USA ETF Class Title (ESGU)
Vanguard Real Estate ETF Class Title (VNQ)

View all positions for Grubman Wealth Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond