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Ishares Tr core intl aggr shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 44k 49.92
2024-03-31 $3.7M 74k 49.95
2023-12-31 $2.6M 53k 49.80
2023-09-30 $1.4M 28k 48.78
2023-06-30 $1.1M 21k 49.29

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded No Amer Energy (EMLP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vaneck Etf Trust Preferred Securt (PFXF)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Intl Aggr (IAGG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Futre Strat Fd (WTMF)
Ishares Tr Msci Eafe Smcp (HSCZ)
Proshares Tr Hd Replication (HDG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vaneck Etf Trust Retail Etf (RTH)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Ishares Msci Gbl Gold Mn (RING)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Comprehensive Wealth Management

Top funds holding Ishares Tr core intl aggr

BlackRock
Matson Money
Jpmorgan Chase & Co
Bnp Paribas Investment Partners
WealthNavi
Mather Group
SageView Advisory Group
Mirae Asset Global Investments
Commonwealth Equity Services
Bank of America Corporation
Henderson Group
N.E.W. Advisory Services
Envestnet Asset Management
LPL Financial
Prime Capital Investment Advisors

View all funds holding Ishares Tr core intl aggr