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iShares Lehman Aggregate Bond shares owned by Wayfinding Financial

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

Historical chart of Wayfinding Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wayfinding Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 49k 101.25
2024-06-30 $4.6M 48k 97.06
2024-03-31 $4.0M 42k 96.25
2023-12-31 $4.0M 40k 99.23
2023-09-30 $1.6M 17k 93.35
2023-06-30 $1.7M 18k 97.53
2023-03-31 $2.2M 22k 99.63

More positions owned by Wayfinding Financial

Microsoft Corp Stock (MSFT)
Spdr Portfolio Int Term Corp Stock (SPIB)
Ishares Core S&p 500 Stock (IVV)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Vanguard Total Intl Stock (VXUS)
Ishares Core U.s. Agg Bond Stock (AGG)
Zacks Small/mid Cap Stock (SMIZ)
Zacks Earnings Consistent Port Stock (ZECP)
Vaneck Clo Stock (CLOI)
Jpm Betabuilders U.s. Equity Stock (BBUS)
Capital Group U.s. Multi-sector Stock (CGMS)
Ishares Mbs Stock (MBB)
Utilities Select Sector Spdr Fund Stock (XLU)
Wisdomtree Enhd Mody Stgy Stock (GCC)

View all positions for Wayfinding Financial

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