Wealth Advisors of Iowa »

iShares Lehman Aggregate Bond shares owned by Wealth Advisors of Iowa

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

Historical chart of Wealth Advisors of Iowa investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2023-12-31 $946k 9.5k 99.25
2022-12-31 $743k 7.7k 96.99
2021-03-31 $406k 3.6k 113.95
2020-12-31 $543k 4.6k 118.30
2020-09-30 $571k 5.0k 114.82
2020-06-30 $3.5M 30k 118.20
2020-03-31 $3.1M 27k 115.36

More positions owned by Wealth Advisors of Iowa

Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Develpd (SPDW)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for Wealth Advisors of Iowa

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond