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iShares Lehman Aggregate Bond shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private 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 Vericrest Private 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 Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $9.1M 90k 101.68
2022-03-31 $11M 104k 107.10
2021-12-31 $13M 116k 114.08

More positions owned by Vericrest Private Wealth

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Vericrest Private Wealth

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond