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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
2024-09-30 $11M 108k 101.27
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 Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Ishares Tr Core Msci Euro (IEUR)
Select Sector Spdr Tr Energy (XLE)

View all positions for MGO Private Wealth

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