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iShares Lehman Aggregate Bond shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $65k 663 97.77
2024-06-30 $66k 663 99.21

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

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