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iShares Lehman Aggregate Bond shares owned by Watts Gwilliam & Co

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Watts Gwilliam & Co from 13F filings

Historical chart of Watts Gwilliam & Co investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Watts Gwilliam & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $906k 9.1k 99.80
2024-03-31 $751k 7.8k 96.55

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Intel Corporation (INTC)
Ishares Tr S&p 500 Val Etf (IVE)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Ensign (ENSG)
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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Watts Gwilliam & Co

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond