Leo H. Evart »

iShares Lehman Aggregate Bond shares owned by Leo H. Evart

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Leo H. Evart from 13F filings

Historical chart of Leo H. Evart investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Leo H. Evart consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Leo H. Evart

Quarter filed Position value Share count Share price at filing
2023-09-30 $343k 3.6k 94.04
2023-06-30 $354k 3.6k 97.95
2023-03-31 $358k 3.6k 99.65
2022-12-31 $346k 3.6k 96.98
2022-09-30 $341k 3.5k 96.33
2022-06-30 $358k 3.5k 101.76
2022-03-31 $375k 3.5k 107.14
2021-12-31 $398k 3.5k 114.04

More positions owned by Leo H. Evart

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard World Fds Health Car Etf (VHT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Oracle Corporation (ORCL)

View all positions for Leo H. Evart

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