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iShares Lehman Aggregate Bond shares owned by Avalon Trust

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

Historical chart of Avalon Trust investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Avalon 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 Avalon Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $70k 700 99.27
2023-06-30 $28k 290 97.95

More positions owned by Avalon Trust

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Quanta Services (PWR)
Bloom Energy Corp Com Cl A (BE)
Lowe's Companies (LOW)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Netflix (NFLX)
PNC Financial Services (PNC)

View all positions for Avalon Trust

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond