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Ishares Tr core intl aggr shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-06-30 $495k 5.1k 97.31

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)
Roundhill Etf Trust Mag Sev Cal Etf (MAGY)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Crowdstrike Hldgs Cl A (CRWD)
Schwab Strategic Tr Ultra Short Incm (SCUS)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)
JPMorgan Chase & Co. (JPM)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Ishares Tr core intl aggr

Financial Engines Advisors L.L.C
BlackRock
Matson Money
Jpmorgan Chase & Co
Jones Financial Companies, L.L
WealthNavi
TIAA Wealth Investment Management
Bnp Paribas Investment Partners
LPL Financial
Bank of America Corporation
Morgan Stanley
Nationwide Fund Advisors
Henderson Group
Jupiter Topco
Mather Group

View all funds holding Ishares Tr core intl aggr