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iShares Lehman Aggregate Bond shares owned by Kaizen Financial Strategies

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Kaizen Financial Strategies from 13F filings

Historical chart of Kaizen Financial Strategies investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $220k 2.2k 99.25

More positions owned by Kaizen Financial Strategies

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Blackstone Group Inc Com Cl A (BX)
Tesla Motors (TSLA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Long Term Us (SCHQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Kaizen Financial Strategies

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