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iShares Lehman Aggregate Bond shares owned by Austin Wealth Management

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

Historical chart of Austin 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 Austin 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 Austin Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 24k 101.22
2025-06-30 $2.4M 24k 98.62

More positions owned by Austin Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr International Lr (AVIV)

View all positions for Austin 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