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iShares Lehman Aggregate Bond shares owned by Selective Wealth Management

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

Historical chart of Selective 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 Selective 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 Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $510k 5.2k 98.96
2022-09-30 $27k 282 95.74
2022-06-30 $29k 282 102.84
2021-09-30 $4.0k 32 125.00
2020-12-31 $31k 266 116.54

More positions owned by Selective Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Short Duration F (DFSD)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Twilio Cl A (TWLO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Cloud Computng (WCLD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Intel Corporation (INTC)
salesforce (CRM)

View all positions for Selective Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond