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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
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)
Pepsi (PEP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Costco Wholesale Corporation (COST)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)

View all positions for Peterson 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