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iShares Lehman Aggregate Bond shares owned by Oak Point Wealth Management

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

Historical chart of Oak Point Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $20k 191 104.71
2017-12-31 $3.8M 34k 109.70

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond