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iShares Lehman Aggregate Bond shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $36M 353k 101.27
2024-06-30 $34M 347k 97.07
2024-03-31 $32M 330k 97.94
2023-12-31 $26M 260k 99.25
2023-09-30 $19M 198k 94.04
2023-06-30 $22M 225k 97.95
2023-03-31 $16M 157k 99.64
2022-12-31 $7.5M 77k 96.99
2022-09-30 $6.0M 63k 96.34
2022-06-30 $6.0M 59k 101.68
2022-03-31 $5.7M 53k 107.11
2021-12-31 $6.4M 56k 114.08
2021-09-30 $6.6M 57k 114.83
2021-06-30 $5.2M 45k 115.33
2021-03-31 $4.6M 41k 113.83
2020-12-31 $4.6M 39k 118.20
2020-09-30 $4.4M 37k 118.07
2020-06-30 $4.2M 36k 118.20
2020-03-31 $5.6M 48k 115.37
2019-12-31 $38M 341k 112.37
2019-09-30 $36M 316k 113.17
2019-06-30 $33M 294k 111.35
2019-03-31 $31M 282k 109.07
2018-12-31 $28M 267k 106.49
2018-09-30 $28M 266k 105.52
2018-06-30 $27M 250k 106.32
2018-03-31 $25M 236k 107.25
2017-12-31 $24M 223k 109.33
2017-09-30 $22M 203k 109.59
2017-06-30 $20M 185k 109.51
2017-03-31 $18M 164k 108.49
2016-12-31 $17M 155k 108.06
2016-09-30 $16M 142k 112.42
2016-06-30 $14M 125k 112.62

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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