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iShares Lehman Aggregate Bond shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 2.0k 100.23

More positions owned by Able Wealth Management

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Able Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond