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iShares Lehman Aggregate Bond shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $525k 5.2k 101.27
2024-06-30 $654k 6.7k 97.08
2024-03-31 $732k 7.5k 97.94
2023-12-31 $756k 7.6k 99.25

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

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