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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
2024-03-31 $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)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Intl Aggr (IAGG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Futre Strat Fd (WTMF)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Msci Eafe Smcp (HSCZ)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard World Extended Dur (EDV)
Ishares Msci Gbl Gold Mn (RING)
Ishares Tr Investment Grade (IGEB)

View all positions for Comprehensive Wealth Management

Top funds holding Ishares Tr core intl aggr

Matson Money
Financial Gravity Wealth
Jpmorgan Chase & Co
Mather Group
SageView Advisory Group
Mirae Asset Global Investments
Commonwealth Equity Services
Syon Capital
Bank of America Corporation
N.E.W. Advisory Services
WealthNavi
Prime Capital Investment Advisors
Advisor Group Holdings
Boston Standard Wealth Management
Savant Capital Management

View all funds holding Ishares Tr core intl aggr