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iShares Lehman Aggregate Bond shares owned by Adelphi Trust

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Adelphi Trust from 13F filings

Historical chart of Adelphi Trust investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Adelphi Trust

Quarter filed Position value Share count Share price at filing
2026-09-30 $355k 3.8k 94.54

More positions owned by Adelphi Trust

Vanguard Index Fds Exchange Traded Fund (VO)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Ishares Tr Exchange Traded Fund (IEFA)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
American Centy Etf Tr Exchange Traded Fund (AVEM)
Alphabet Common Stock (GOOGL)
Dimensional Etf Trust Exchange Traded Fund (DFAS)
Amazon Common Stock (AMZN)
Jpmorgan Chase & Co Common Stock (JPM)
Broadcom Common Stock (AVGO)
Exxonmobil Holdings Corp Common Stock
Abbvie Common Stock (ABBV)
Visa Common Stock (V)

View all positions for Adelphi Trust

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial
Ameriprise Financial

View all funds holding iShares Lehman Aggregate Bond