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iShares Lehman Aggregate Bond shares owned by Westfuller Advisors

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

Historical chart of Westfuller Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 89k 101.27

More positions owned by Westfuller Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Calif Mun Bd Etf (CMF)
Investment Managers Ser Tr I Axs Change Finan (CHGX)
Tidal Trust Iii Ywca Womens Etf (WOMN)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Westfuller Advisors

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