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iShares Lehman Aggregate Bond shares owned by Tandem Wealth Advisors

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

Historical chart of Tandem Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $34M 344k 99.25
2023-09-30 $31M 326k 94.04
2023-06-30 $31M 312k 97.93
2023-03-31 $31M 312k 99.64
2022-12-31 $30M 312k 96.99

More positions owned by Tandem Wealth Advisors

Ishares Aggregate Bond Etf Etf (AGG)
Ishares Msci Eafe Etf Etf (EFA)
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)
Ishares Mbs Etf Etf (MBB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 500 Etf Etf (SPY)
Powershares Qqq Tr Etf (QQQ)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)
Vanguard Information Technology Etf (VGT)
Ishares Msci Emerging Markets Etf Etf (EEM)
Vanguard Total Stk Mkt Etf (VTI)
Health Care Select Sector Spdr Etf (XLV)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Tandem Wealth Advisors

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