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iShares Lehman Aggregate Bond shares owned by Walden Wealth Partners

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

Historical chart of Walden 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 Walden 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 Walden Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 116k 97.07
2024-03-31 $11M 114k 97.16
2023-12-31 $10M 102k 99.25

More positions owned by Walden Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)

View all positions for Walden Wealth Partners

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