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iShares Lehman Aggregate Bond shares owned by Wade Financial Advisory

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

Historical chart of Wade Financial Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $437k 4.4k 99.25
2023-09-30 $411k 4.4k 94.04
2022-12-31 $382k 3.9k 97.00
2022-09-30 $395k 4.1k 96.29
2022-06-30 $429k 4.2k 101.71
2022-03-31 $449k 4.2k 107.21

More positions owned by Wade Financial Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr U S Equity Factr (LRGF)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Wade Financial Advisory

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