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Ishares Tr core intl aggr shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 343k 51.82
2024-06-30 $11M 215k 49.92
2024-03-31 $10M 200k 49.95
2023-12-31 $502k 10k 49.80

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Ishares Tr Eafe Grwth Etf (EFG)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

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