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iShares Lehman Aggregate Bond shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment 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 Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 15k 99.25
2023-09-30 $4.3M 46k 94.04
2022-12-31 $2.2M 23k 96.99

More positions owned by Panoramic Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ultra Short Dur (ICSH)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Panoramic Investment Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond