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iShares Lehman Aggregate Bond shares owned by WealthStone

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

Historical chart of WealthStone investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by WealthStone

Quarter filed Position value Share count Share price at filing
2021-03-31 $18M 160k 113.83
2020-12-31 $17M 145k 118.19
2020-09-30 $16M 135k 118.06
2020-06-30 $14M 118k 118.21
2020-03-31 $12M 101k 115.37
2019-12-31 $12M 108k 112.40
2019-09-30 $11M 100k 113.17
2019-06-30 $11M 101k 111.35

More positions owned by WealthStone

Ishares TRUST Equities (MUB)
Ishares Core S&P 500 ETF Equities (IVV)
Ishares BarCap Aggregate Bond Index Equities (AGG)
Ishares Russell 1000 Index Equities (IWB)
Goldman Sachs Acss Invmt Grd Corp Bd ETF Equities (GIGB)
Vanguard Corp Bond Etf Equities (VCIT)
Microsoft Corp. Equities (MSFT)
Amazon Equities (AMZN)
Ishares Core S&P Small-Cap ETF Equities (IJR)
Ncino Equities
Facebook Inc Class A Equities (META)
Shyft Group Equities (SHYF)
Google Inc Class A Equities (GOOGL)
Johnson & Johnson Equities (JNJ)
Google Inc Class C Equities (GOOG)

View all positions for WealthStone

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