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iShares Lehman Aggregate Bond shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sound Stewardship

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 14k 99.25
2023-09-30 $1.4M 15k 94.04
2023-06-30 $1.7M 17k 97.95
2023-03-31 $1.7M 17k 99.64
2022-12-31 $1.5M 16k 96.99

More positions owned by Sound Stewardship

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sound Stewardship

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