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iShares Lehman Aggregate Bond shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $215k 2.2k 97.07

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Value Etf Etf (DFIV)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Apple Stock (AAPL)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)
Innovator Us Equity Accelerated Etf Etf (XDSQ)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond