Tru Independence Asset Management 2 »

iShares Lehman Aggregate Bond shares owned by Tru Independence Asset Management 2

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Tru Independence Asset Management 2 from 13F filings

Historical chart of Tru Independence Asset Management 2 investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Tru Independence Asset Management 2 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tru Independence Asset Management 2

Quarter filed Position value Share count Share price at filing
2024-09-30 $339k 3.3k 101.27
2023-03-31 $333k 3.3k 99.64
2022-09-30 $264k 2.7k 96.49
2020-12-31 $51k 434 117.51

More positions owned by Tru Independence Asset Management 2

Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Short Treas Bd (SHV)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Inflation Prote (DFIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Tru Independence Asset Management 2

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