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iShares Lehman Aggregate Bond shares owned by Truewealth

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

Historical chart of Truewealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $2.5M 21k 118.22
2020-03-31 $2.5M 21k 115.35
2019-12-31 $955k 8.5k 112.38
2019-09-30 $982k 8.7k 113.12
2019-06-30 $963k 8.7k 111.32
2019-03-31 $940k 8.6k 109.05
2018-12-31 $916k 8.6k 106.52
2018-09-30 $1.3M 12k 105.51
2018-06-30 $1.4M 13k 106.33
2018-03-31 $1.3M 12k 107.26
2017-12-31 $1.4M 12k 109.30

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

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