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iShares Lehman Aggregate Bond shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 19k 97.94
2023-12-31 $1.3M 14k 99.25

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Msci Emrg Chn (EMXC)

View all positions for TSA Wealth Managment

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