Lineweaver Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by Lineweaver Wealth Advisors

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

Historical chart of Lineweaver 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 Lineweaver Wealth Advisors 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 Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 358k 101.28
2024-06-30 $25M 261k 97.10
2024-03-31 $6.9M 70k 97.96
2023-12-31 $6.8M 68k 99.28

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Blackrock Etf Trust Ii Flexible Income (BINC)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Lineweaver Wealth Advisors

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