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iShares Lehman Aggregate Bond shares owned by Signature Wealth Management Partners

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

Historical chart of Signature Wealth Management Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Signature Wealth Management Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 2.1k 97.94
2023-12-31 $277k 2.8k 99.25
2023-09-30 $262k 2.8k 94.04
2023-06-30 $244k 2.5k 97.95
2020-12-31 $390k 3.3k 118.11

More positions owned by Signature Wealth Management Partners

Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ametek (AME)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Dover Corporation (DOV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Signature Wealth Management Partners

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