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iShares Lehman Aggregate Bond shares owned by GW & Wade

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $352k 3.6k 99.15
2023-09-30 $470k 5.0k 94.13
2023-06-30 $476k 4.9k 97.88
2023-03-31 $484k 4.9k 99.71
2022-12-31 $471k 4.9k 96.93
2022-09-30 $1.8M 19k 96.32
2022-06-30 $1.9M 19k 101.67
2022-03-31 $2.1M 19k 107.09
2021-12-31 $2.1M 19k 114.07
2021-09-30 $2.2M 19k 114.81
2021-06-30 $2.2M 19k 115.33
2021-03-31 $2.2M 19k 113.80
2020-12-31 $2.3M 19k 118.20
2020-09-30 $2.2M 19k 118.07
2020-06-30 $2.2M 19k 118.23
2020-03-31 $2.3M 20k 115.35
2019-12-31 $1.9M 17k 112.39
2019-09-30 $1.3M 12k 113.15
2019-06-30 $1.3M 12k 111.37
2019-03-31 $1.3M 12k 109.05
2018-12-31 $1.2M 12k 106.51
2018-09-30 $1.4M 13k 105.55
2018-06-30 $1.4M 13k 106.32
2018-03-31 $2.3M 22k 107.23
2017-12-31 $2.4M 22k 109.31
2017-09-30 $2.4M 22k 109.58
2017-06-30 $2.3M 21k 109.51
2017-03-31 $2.3M 22k 108.50
2016-12-31 $2.1M 20k 108.04
2016-09-30 $2.2M 20k 112.43
2016-06-30 $2.2M 20k 112.60
2016-03-31 $2.2M 20k 110.82
2015-12-31 $1.3M 12k 108.03
2015-09-30 $1.3M 12k 109.54
2015-06-30 $1.3M 12k 108.77
2015-03-31 $1.3M 12k 111.42

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond