Glassman Wealth Services »

iShares Lehman Aggregate Bond shares owned by Glassman Wealth Services

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Glassman Wealth Services from 13F filings

Historical chart of Glassman Wealth Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 174 97.72
2023-12-31 $12k 123 99.26
2023-09-30 $12k 122 93.95
2023-06-30 $2.3k 23 97.96
2023-03-31 $2.3k 23 99.65
2022-12-31 $2.2k 23 97.35
2022-09-30 $2.0k 23 86.96
2022-06-30 $7.0k 64 109.38
2022-03-31 $2.0k 23 86.96
2021-12-31 $65k 573 113.44
2021-09-30 $70k 613 114.19
2021-06-30 $90k 776 115.98
2021-03-31 $88k 776 113.40
2020-12-31 $146k 1.2k 118.31
2020-09-30 $161k 1.4k 118.30
2020-06-30 $109k 918 118.74
2020-03-31 $304k 2.6k 115.24
2019-12-31 $302k 2.7k 112.23
2019-09-30 $465k 4.1k 113.06
2019-06-30 $458k 4.1k 111.35
2019-03-31 $449k 4.1k 109.17
2018-12-31 $468k 4.4k 106.53
2018-09-30 $23k 220 104.55
2018-06-30 $23k 220 104.55
2018-03-31 $24k 220 109.09
2017-12-31 $24k 220 109.09
2017-09-30 $24k 220 109.09
2017-06-30 $23k 209 110.05
2017-03-31 $23k 209 110.05
2016-12-31 $23k 209 110.05
2016-09-30 $37k 329 112.46
2016-06-30 $24k 209 114.83
2016-03-31 $23k 209 110.05
2015-12-31 $23k 209 110.05
2015-09-30 $23k 209 110.05
2015-06-30 $23k 209 108.78
2015-03-31 $23k 209 110.05
2014-12-31 $23k 209 110.05

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Glassman Wealth Services

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