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Ishares Tr core intl aggr shares owned by Spartan Planning & Wealth Management

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

Historical chart of Spartan Planning & 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 Spartan Planning & 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 Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2k 45 49.80
2023-09-30 $2.2k 45 48.78
2022-12-31 $1.3M 27k 47.55
2022-09-30 $792k 16k 48.32
2022-06-30 $756k 15k 49.84
2022-03-31 $834k 16k 52.13

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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Cre U S Reit Etf (USRT)
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Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tidal Tr Ii Blueprint Chesap (TFPN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg Intl T (BWX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
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View all positions for Spartan Planning & 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
Charles Schwab Investment Advisory

View all funds holding Ishares Tr core intl aggr