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iShares Lehman Aggregate Bond shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint 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 TrinityPoint 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 TrinityPoint Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$317k	3.1k	101.26
2024-06-30	$342k	3.5k	97.06
2024-03-31	$313k	3.2k	97.94
2023-12-31	$290k	2.9k	99.26
2023-09-30	$234k	2.5k	94.04

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Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L

Raymond James & Associates

Wells Fargo & Company

Envestnet Asset Management

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Creative Planning

Jpmorgan Chase & Co

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