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KerberRose Wealth Management »

iShares Lehman Aggregate Bond shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose 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 KerberRose 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 KerberRose Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2022-06-30	$484k	4.8k	101.66

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)

Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)

Ishares Tips Bond Etf Tips Bd Etf (TIP)

Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)

Schwab Us Tips Etf Us Tips Etf (SCHP)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Vanguard Small Cap Etf Small Cp Etf (VB)

Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)

Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)

Microsoft Corporation (MSFT)

Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)

Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)

Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L

Raymond James & Associates

Wells Fargo & Company

Envestnet Asset Management

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Wealth Enhancement Advisory Services

Creative Planning

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

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