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iShares Lehman Aggregate Bond shares owned by Maia Wealth

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

Historical chart of Maia Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Maia Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Maia Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $833k 8.5k 98.05

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Fs Kkr Capital Corp (FSK)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)

View all positions for Maia Wealth

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond