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iShares Lehman Aggregate Bond shares owned by Vermillion & White Wealth Management Group

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

Historical chart of Vermillion & White Wealth Management Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Vermillion & White Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 117 101.27
2024-06-30 $11k 117 97.07

More positions owned by Vermillion & White Wealth Management Group

Ishares Core S&p 500 Etf Uie (IVV)
Astoria Us Equal Wt Qlt Kings Etf Uie (ROE)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)
Spdr Intrmdt Trm Crpratebnd Etf Uie (SPIB)
Spdr Port Inter Trm Trsry Etf Uie (SPTI)
Ishares Msci Usa Qlty Fact Etf Uie (QUAL)
Dimensional Intern Core Eqt Mkt Etf Uie (DFAI)
Ishares Msci Usa Min Volfctr Etf Uie (USMV)
Axs Astoria Inflation Sensitv Etf Uie (PPI)
Dimensional Core Fixed Income Etf Uie (DFCF)
Spdr Portfolio Dvlpd Wrld Ex-us Etf Uie (SPDW)
Wsdmtr Emrgng Mkt Qlt Div Gwth Etf Uie (DGRE)
Wisdomtree Inter Hdg Qlydiv Grt Etf Uie (IHDG)
Dimensional Shrt Drt Fxdincm Etf Uie (DFSD)
Doubleline Mortgage Etf Uie (DMBS)

View all positions for Vermillion & White Wealth Management Group

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