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iShares Lehman Aggregate Bond shares owned by Prosperity Consulting Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Prosperity Consulting Group from 13F filings

Historical chart of Prosperity Consulting Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Prosperity Consulting Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $57M 578k 97.94
2023-09-30 $2.3M 24k 94.04

More positions owned by Prosperity Consulting Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Eafe Value Etf (EFV)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Prosperity Consulting Group

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