New England Private Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private 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 New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 14k 99.25
2023-09-30 $1.3M 14k 94.04
2023-06-30 $1.4M 14k 97.96
2023-03-31 $1.4M 14k 99.64
2022-12-31 $1.3M 14k 96.99
2022-09-30 $1.5M 16k 96.34
2022-06-30 $1.7M 16k 107.14
2022-03-31 $1.7M 16k 107.13
2021-12-31 $1.8M 16k 114.11
2021-09-30 $1.8M 16k 114.87
2021-06-30 $1.8M 15k 115.35
2021-03-31 $1.7M 15k 113.78
2020-12-31 $1.8M 15k 118.21
2020-09-30 $1.8M 15k 118.08
2020-06-30 $1.8M 15k 118.06
2020-03-31 $1.7M 15k 115.38
2019-12-31 $1.7M 15k 112.46
2019-09-30 $1.7M 15k 113.19
2019-06-30 $1.6M 15k 111.37
2019-03-31 $1.6M 15k 109.03
2018-12-31 $1.5M 15k 106.48
2018-09-30 $1.5M 14k 105.45
2018-06-30 $1.5M 14k 106.31
2018-03-31 $1.5M 14k 107.24
2017-12-31 $1.6M 14k 109.34
2017-09-30 $1.5M 14k 109.56
2017-06-30 $1.5M 14k 109.54
2017-03-31 $1.5M 14k 108.51
2016-12-31 $1.5M 14k 108.02
2016-09-30 $1.6M 14k 112.41
2016-06-30 $1.5M 14k 112.63
2016-03-31 $1.5M 14k 110.84
2015-12-31 $1.4M 13k 108.03
2015-09-30 $1.4M 13k 109.57
2015-06-30 $3.7M 34k 108.77
2015-03-31 $3.8M 34k 111.48
2014-12-31 $3.7M 34k 110.23
2014-09-30 $3.7M 34k 109.10
2014-06-30 $3.6M 33k 109.39
2014-03-31 $3.6M 33k 107.93
2013-12-31 $3.5M 33k 106.42
2013-09-30 $4.8M 44k 107.19
2013-06-30 $4.7M 44k 107.21
2013-03-31 $5.8M 52k 110.69
2012-12-31 $6.0M 54k 111.07

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond