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iShares Lehman Aggregate Bond shares owned by Asset Allocation & Management Company

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Asset Allocation & Management Company from 13F filings

Historical chart of Asset Allocation & Management Company investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Asset Allocation & Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Asset Allocation & Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $571k 5.7k 100.32
2025-06-30 $565k 5.7k 99.26
2025-03-31 $563k 5.7k 98.91
2023-09-30 $4.1M 44k 94.05
2023-06-30 $15M 152k 97.95

More positions owned by Asset Allocation & Management Company

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Asset Allocation & Management Company

Top funds holding iShares Lehman Aggregate Bond

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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