Addis & Hill »

iShares Lehman Aggregate Bond shares owned by Addis & Hill

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

Historical chart of Addis & Hill investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Addis & Hill 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 Addis & Hill

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 89k 100.18
2025-06-30 $9.4M 95k 99.20
2025-03-31 $9.2M 94k 98.92
2024-12-31 $9.0M 93k 96.90
2024-09-30 $7.6M 75k 101.26
2024-06-30 $7.3M 76k 96.57
2024-03-31 $6.6M 68k 96.93
2023-12-31 $6.7M 69k 97.04

More positions owned by Addis & Hill

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Constellation Energy (CEG)
Energy Transfer Com Ut Ltd Ptn (ET)
Targa Res Corp (TRGP)
Williams Companies (WMB)

View all positions for Addis & Hill

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