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iShares Lehman Aggregate Bond shares owned by Private Client Services

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

Historical chart of Private Client 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 Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Private Client Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 15k 97.94
2023-12-31 $1.2M 12k 99.25

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 100 Etf (OEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)

View all positions for Private Client Services

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond