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iShares Lehman Aggregate Bond shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private 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 TRUE Private 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 2.4k 101.28
2024-06-30 $699k 7.2k 97.07
2024-03-31 $871k 8.9k 97.94
2023-12-31 $1.3M 13k 99.25
2023-09-30 $2.5M 26k 94.04
2023-06-30 $34M 342k 97.95
2023-03-31 $36M 364k 99.64
2022-12-31 $34M 354k 96.99
2022-09-30 $33M 347k 96.34
2021-12-31 $1.5M 13k 114.05
2021-09-30 $1.4M 12k 114.81
2021-06-30 $1.4M 13k 115.27
2021-03-31 $1.9M 16k 113.83
2020-12-31 $965k 8.2k 118.20
2020-09-30 $4.1M 34k 118.04
2020-06-30 $4.1M 34k 118.18
2020-03-31 $3.9M 34k 115.36
2019-12-31 $4.1M 36k 112.37
2019-09-30 $3.9M 35k 113.17
2019-06-30 $3.8M 34k 111.33
2019-03-31 $3.0M 27k 109.04
2018-12-31 $2.8M 27k 106.46
2018-09-30 $2.1M 20k 105.52
2018-06-30 $2.5M 24k 106.28
2018-03-31 $3.5M 32k 107.23
2017-12-31 $19M 177k 109.33
2017-09-30 $19M 172k 109.59
2017-06-30 $24M 214k 109.51
2017-03-31 $24M 224k 108.44
2016-12-31 $22M 206k 107.92
2016-09-30 $18M 159k 111.56
2016-06-30 $18M 157k 112.62
2016-03-31 $23M 211k 110.83
2015-12-31 $23M 209k 108.01

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

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