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iShares Lehman Aggregate Bond shares owned by World Equity Group

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

Historical chart of World Equity Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by World Equity Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $200k 2.1k 97.07
2024-03-31 $423k 4.3k 97.94
2023-12-31 $443k 4.5k 99.25
2023-03-31 $612k 30k 20.65
2022-09-30 $236k 2.4k 96.34
2022-06-30 $269k 2.6k 101.68
2022-03-31 $290k 2.7k 107.10

More positions owned by World Equity Group

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Growth Strength (FTGS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for World Equity Group

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond