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iShares Lehman Aggregate Bond shares owned by Creekmur Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Creekmur Asset Management from 13F filings

Historical chart of Creekmur Asset Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Creekmur Asset 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 Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 65k 97.94
2023-12-31 $7.1M 72k 99.25

More positions owned by Creekmur Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core Us Aggbd Et (AGG)
Caterpillar (CAT)
First Tr Exchange-traded Intermediate Dur (FIIG)
Apple (AAPL)
Amazon (AMZN)

View all positions for Creekmur Asset 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