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iShares Lehman Aggregate Bond shares owned by Wellington Shields & Co

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wellington Shields & Co from 13F filings

Historical chart of Wellington Shields & Co investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wellington Shields & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $96k 978 97.94
2023-12-31 $97k 978 99.25

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Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
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Northern Trust
Charles Schwab Investment Management
Creative Planning
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