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iShares Lehman Aggregate Bond shares owned by Peterson Wealth Management

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

Historical chart of Peterson 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 Peterson 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 Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 16k 97.07
2024-03-31 $3.8M 39k 97.94
2023-12-31 $3.9M 40k 99.25
2023-09-30 $3.7M 39k 94.04
2023-06-30 $3.8M 39k 97.95

More positions owned by Peterson Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Mastercard Incorporated Cl A (MA)
Eli Lilly & Co. (LLY)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Peterson Wealth Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond