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iShares Lehman Aggregate Bond shares owned by Vista Private Wealth Partners

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

Historical chart of Vista Private Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.8M 94k 93.27
2022-12-31 $1.6M 16k 96.99

More positions owned by Vista Private Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ibonds 23 Trm Ts
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Vaneck Etf Trust Morningstar Smid (SMOT)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)

View all positions for Vista Private Wealth Partners

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