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iShares Lehman Aggregate Bond shares owned by WealthTrust Asset Management

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

Historical chart of WealthTrust Asset Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by WealthTrust Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 59k 101.27
2024-06-30 $6.2M 64k 97.07

More positions owned by WealthTrust Asset Management

Etf Opportunities Trust Wealthtrust Dbs (WLTG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
C H Robinson Worldwide Com New (CHRW)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Us Bancorp Del Com New (USB)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)

View all positions for WealthTrust Asset Management

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