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iShares Lehman Aggregate Bond shares owned by Act Wealth Management

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

Historical chart of Act 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 Act 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 Act Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 86k 100.25
2025-06-30 $8.3M 84k 99.20
2025-03-31 $8.2M 83k 98.92
2024-12-31 $8.3M 86k 96.90
2024-09-30 $8.6M 85k 101.27
2024-06-30 $5.9M 61k 97.07

More positions owned by Act Wealth Management

Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Ishares Jp Mrg Em Crp Bd (CEMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)

View all positions for Act 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