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iShares Lehman Aggregate Bond shares owned by Ledge Wealth Management

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

Historical chart of Ledge 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 Ledge 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 Ledge Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 263k 99.25
2023-09-30 $15M 160k 94.04
2023-06-30 $15M 156k 97.95
2023-03-31 $15M 155k 99.64
2022-12-31 $14M 141k 96.99
2022-09-30 $3.5M 36k 96.33

More positions owned by Ledge Wealth Management

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Multisector (MUSI)
Select Sector Spdr Tr Financial (XLF)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us High Dividend (DHS)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Ledge Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond