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iShares Lehman Aggregate Bond shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 257k 97.94
2023-12-31 $28M 285k 99.44
2023-09-30 $39M 419k 94.04

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MasterCard Incorporated (MA)
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Amazon (AMZN)
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View all positions for Bartlett & Co. Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond