VitalStone Financial »

iShares Lehman Aggregate Bond shares owned by VitalStone Financial

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by VitalStone Financial from 13F filings

Historical chart of VitalStone Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by VitalStone Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by VitalStone Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $181k 1.8k 101.29
2024-06-30 $170k 1.8k 97.05
2024-03-31 $57k 582 97.94
2023-12-31 $59k 596 98.99
2023-09-30 $60k 642 93.46
2023-06-30 $0 399 0.00
2022-12-31 $0 288 0.00

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Spdr Gold Shares Etf (GLD)
Vanguard S&p 500 Etf Etf (VOO)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond