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iShares Lehman Aggregate Bond shares owned by Regimen Wealth

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

Historical chart of Regimen Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Regimen Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $15M 156k 94.04
2023-06-30 $14M 138k 97.95
2023-03-31 $13M 125k 107.01
2022-12-31 $467k 4.8k 97.01

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Regimen Wealth

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