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iShares Lehman Aggregate Bond shares owned by Power Wealth Management

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

Historical chart of Power 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 Power 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 Power Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $554k 5.5k 101.27
2024-03-31 $495k 5.1k 97.95
2023-12-31 $512k 5.2k 99.25

More positions owned by Power Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Microsoft Corporation (MSFT)

View all positions for Power Wealth Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond