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iShares Lehman Aggregate Bond shares owned by Platte River Wealth Advisors

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

Historical chart of Platte River Wealth 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 Platte River Wealth 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 Platte River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $872k 8.9k 97.94
2023-12-31 $943k 9.5k 99.25
2023-09-30 $995k 11k 94.04
2023-06-30 $1.0M 11k 97.95

More positions owned by Platte River Wealth Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Platte River Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond