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iShares Lehman Aggregate Bond shares owned by Vista Wealth Management Group

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

Historical chart of Vista 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 Vista 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 2.2k 96.90
2024-09-30 $262k 2.6k 101.27
2024-06-30 $214k 2.2k 97.07
2024-03-31 $216k 2.2k 97.94
2023-12-31 $218k 2.2k 99.25
2023-09-30 $262k 2.8k 94.04

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ccc Intelligent Solutions Holdings (CCCS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Nu Hldgs Ord Shs Cl A (NU)
Doordash Cl A (DASH)
NVIDIA Corporation (NVDA)
Datadog Cl A Com (DDOG)
Apple (AAPL)
Snowflake Cl A (SNOW)

View all positions for Vista 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