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iShares Lehman Aggregate Bond shares owned by Walker Financial Services

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

Historical chart of Walker Financial Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Walker Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 299k 101.27
2024-06-30 $25M 257k 97.07
2024-03-31 $21M 218k 97.94

More positions owned by Walker Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio Short (SPSB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Coca-Cola Company (KO)
Fidelity Covington Trust Consmr Staples (FSTA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)

View all positions for Walker Financial Services

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