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iShares Lehman Aggregate Bond shares owned by Quadcap Wealth Management

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

Historical chart of Quadcap 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 Quadcap 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 Quadcap Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $753k 7.4k 101.27
2024-03-31 $949k 9.7k 97.94
2023-12-31 $1.1M 11k 99.25

More positions owned by Quadcap Wealth Management

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quadcap Wealth Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond