Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
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

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)

Microsoft Corporation Common Stock (MSFT)

Nvidia Corporation Common Stock (NVDA)

Amazon.com Common Stock (AMZN)

Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)

Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)

Meta Platforms Common Stock (META)

Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)

Invesco Qqq Tr Exchange Traded Fund (QQQ)

Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

Ishares Core S&p 500 Exchange Traded Fund (IVV)

Microstrategy Common Stock (MSTR)

2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)

Unitedhealth Grp Common Stock (UNH)

Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates

Wells Fargo & Company

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

Creative Planning

Wealth Enhancement Advisory Services

First Citizens Bank & Trust

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z