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iShares Lehman Aggregate Bond shares owned by MGO Private Wealth

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

Historical chart of MGO Private 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 MGO Private 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 MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 108k 97.07
2024-03-31 $11M 108k 97.94
2023-12-31 $11M 110k 99.25
2023-09-30 $4.8M 51k 94.04
2023-06-30 $5.2M 54k 97.95
2023-03-31 $5.3M 54k 99.64
2022-12-31 $6.6M 68k 96.99
2022-09-30 $10M 108k 96.34

More positions owned by MGO Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Global X Fds Us Infr Dev Etf (PAVE)
Amazon (AMZN)

View all positions for MGO Private 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