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iShares Lehman Aggregate Bond shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $68k 670 101.27
2024-06-30 $25k 256 97.07
2024-03-31 $101k 1.0k 97.94
2023-12-31 $25k 256 99.25
2023-09-30 $24k 256 94.04
2023-06-30 $25k 256 97.95
2023-03-31 $26k 256 99.64
2022-12-31 $25k 256 96.99
2022-09-30 $25k 256 96.34

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco QQQ Trust Etf (QQQ)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
iShares U.S. Treasury Bond ETF Etf (GOVT)
Costco Whsl Corp/N Stock (COST)
Global X 1-3 Month T-Bill ETF Etf (CLIP)
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)

View all positions for Highline Wealth Partners

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