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iShares Lehman Aggregate Bond shares owned by Stone Point Wealth

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

Historical chart of Stone Point 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 Stone Point 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $323k 3.2k 101.27
2024-06-30 $320k 3.3k 97.07
2024-03-31 $323k 3.3k 97.94
2023-12-31 $392k 3.9k 99.25
2023-09-30 $544k 5.8k 94.04
2023-06-30 $324k 3.3k 97.95
2023-03-31 $242k 2.4k 99.64
2022-12-31 $292k 3.0k 96.99

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Microsoft Corporation (MSFT)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pepsi (PEP)

View all positions for Stone Point Wealth

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