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iShares Lehman Aggregate Bond shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management 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 Provence Wealth Management 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 Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 17k 99.25
2023-09-30 $1.3M 14k 94.04
2023-06-30 $970k 9.9k 97.95
2023-03-31 $969k 9.7k 99.64
2022-12-31 $790k 8.1k 96.99

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

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