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iShares Lehman Aggregate Bond shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $406k 4.2k 97.07
2024-03-31 $409k 4.2k 97.94
2023-12-31 $474k 4.8k 99.25

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)
Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Vanguard Value Etf Value Etf (VTV)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)
Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Dimensional Global Real Estate Etf Global Real Est (DFGR)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)

View all positions for Mosaic Family Wealth Partners

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