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iShares Lehman Aggregate Bond shares owned by Yoder Wealth Management

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

Historical chart of Yoder Wealth 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 Yoder Wealth 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 Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 2.1k 101.27
2024-03-31 $201k 2.1k 97.94
2023-12-31 $222k 2.2k 99.25
2023-09-30 $252k 2.7k 94.04
2023-06-30 $355k 3.6k 97.95
2023-03-31 $393k 3.9k 99.64

More positions owned by Yoder Wealth Management

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Airbnb Com Cl A (ABNB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)

View all positions for Yoder Wealth 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