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iShares Lehman Aggregate Bond shares owned by Surevest

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

Historical chart of Surevest investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $15M 151k 96.34
2022-06-30 $16M 153k 101.68
2022-03-31 $16M 148k 107.10
2021-12-31 $396k 3.5k 114.22
2019-09-30 $272k 2.4k 113.00

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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