Willis Johnson & Associates »

iShares Lehman Aggregate Bond shares owned by Willis Johnson & Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Willis Johnson & Associates from 13F filings

Historical chart of Willis Johnson & Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Willis Johnson & Associates 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 Willis Johnson & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $392k 4.0k 97.95
2023-12-31 $377k 3.8k 99.25
2023-06-30 $204k 2.1k 97.96
2023-03-31 $207k 2.1k 99.63
2022-12-31 $222k 2.3k 96.99

More positions owned by Willis Johnson & Associates

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Mbs Etf (MBB)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Willis Johnson & Associates

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