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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

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