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iShares Lehman Aggregate Bond shares owned by USAdvisors Wealth Management

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

Historical chart of USAdvisors Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 3.6k 97.98
2023-12-31 $695k 7.0k 99.13
2023-09-30 $1.0M 11k 93.96
2023-06-30 $1.2M 12k 97.95
2023-03-31 $1.2M 13k 99.64
2022-12-31 $1.3M 13k 96.97
2022-09-30 $1.5M 16k 96.34
2019-12-31 $595k 5.3k 112.43

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Fidelity Total Bond Etf Total Bd Etf (FBND)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor (IQLT)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Technology Select Sector Spdr Etf Iv Technology (XLK)
Ishares Core S&p Us Value Etf Core S&p Usvlu (IUSV)
Spdr Portfolio S&p 500 Etf Iv Portfolio S&p500 (SPLG)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
iShares Core S&P Mid-Cap ETF Growth Etf (IJH)
Spdr S&p 500 Growth Etf Growth ETF(SPYG) (SPYG)

View all positions for USAdvisors Wealth Management

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