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iShares Lehman Aggregate Bond shares owned by Opes Wealth Management

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

Historical chart of Opes 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 Opes 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 Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.4M 74k 99.25
2023-09-30 $6.9M 73k 94.04
2022-12-31 $2.8M 29k 96.99
2022-06-30 $3.3M 32k 101.68

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Opes Wealth Management

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