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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

Tip: Access up to 7 years of quarterly data

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
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 Tr Rus 1000 Etf (IWB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Grubman Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond