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iShares Lehman Aggregate Bond shares owned by PRW Wealth Management

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

Historical chart of PRW 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 PRW 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 PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.8M 107k 92.37
2023-03-31 $1.3M 13k 99.96
2021-06-30 $2.0M 17k 115.34
2020-12-31 $1.1M 9.1k 118.24
2020-09-30 $1.1M 9.1k 118.02
2020-06-30 $958k 8.1k 118.27

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW 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