Wealthtrust Axiom »

iShares Lehman Aggregate Bond shares owned by Wealthtrust Axiom

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

Historical chart of Wealthtrust Axiom 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 Axiom 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 Wealthtrust Axiom

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 2.5k 101.27
2024-06-30 $219k 2.3k 97.07
2024-03-31 $221k 2.3k 97.94

More positions owned by Wealthtrust Axiom

Apple (AAPL)
Microsoft Corporation (MSFT)
Kinder Morgan (KMI)
International Business Machines (IBM)
LSI Industries (LYTS)
Eli Lilly & Co. (LLY)
Evolution Petroleum Corporation (EPM)
Bristol Myers Squibb (BMY)
Iron Mountain (IRM)
Global X Fds Us Pfd Etf (PFFD)
Nutrien (NTR)
Cisco Systems (CSCO)
Verizon Communications (VZ)
Pfizer (PFE)
TETRA Technologies (TTI)

View all positions for Wealthtrust Axiom

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond