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Kingswood Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$5.4M	53k	101.28
2024-06-30	$3.1M	32k	97.07
2024-03-31	$2.5M	26k	97.94
2023-12-31	$1.6M	17k	99.25
2023-09-30	$1.1M	12k	94.04
2023-06-30	$528k	5.4k	97.95

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View all positions for Kingswood Wealth Advisors

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

Creative Planning

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

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