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iShares Lehman Aggregate Bond shares owned by Paul Damon & Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Paul Damon & Associates from 13F filings

Historical chart of Paul Damon & Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Paul Damon & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Paul Damon & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 2.1k 97.94
2023-12-31 $209k 2.1k 99.24
2023-09-30 $203k 2.2k 94.02
2023-06-30 $209k 2.1k 97.94
2023-03-31 $210k 2.1k 99.64
2022-12-31 $408k 4.2k 96.99

More positions owned by Paul Damon & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Paul Damon & Associates

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond