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iShares Lehman Aggregate Bond shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental 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 Intercontinental 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 Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.2M 53k 97.95
2023-03-31 $5.4M 55k 99.64
2017-09-30 $459k 4.2k 109.60
2017-06-30 $2.7M 24k 109.50

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Amazon (AMZN)
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Meta Platforms Cl A (META)
Proshares Tr Ultrapro Qqq (TQQQ)

View all positions for Intercontinental Wealth Advisors

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