Kingsview Wealth Management »

iShares Lehman Aggregate Bond shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview 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 Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $96M 947k 101.27
2024-06-30 $95M 975k 97.07
2024-03-31 $90M 913k 97.94
2023-12-31 $83M 836k 99.25
2023-09-30 $64M 680k 94.04
2023-06-30 $50M 515k 97.95
2023-03-31 $68M 686k 99.64
2022-12-31 $23M 234k 96.99
2022-09-30 $69M 719k 96.34
2022-06-30 $74M 728k 101.68
2022-03-31 $54M 505k 107.10
2021-12-31 $25M 219k 114.09
2021-09-30 $53M 458k 114.83
2021-06-30 $54M 467k 115.11
2021-03-31 $22M 193k 114.04
2020-12-31 $15M 123k 118.19
2020-09-30 $38M 321k 118.06
2020-06-30 $21M 180k 118.21
2020-03-31 $9.2M 80k 115.37
2019-12-31 $2.2M 20k 109.35
2019-09-30 $8.8M 78k 113.18
2019-06-30 $8.6M 77k 111.35
2019-03-31 $7.5M 69k 109.07
2018-12-31 $2.9M 27k 106.50
2018-09-30 $2.4M 23k 105.50
2018-06-30 $1.7M 16k 106.33
2018-03-31 $2.0M 19k 107.26
2017-12-31 $2.2M 20k 109.35
2017-09-30 $2.2M 20k 109.61
2017-06-30 $1.9M 17k 109.50
2017-03-31 $1.3M 12k 108.49

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

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