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iShares Lehman Aggregate Bond shares owned by Barnes Dennig Private Wealth Management

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

Historical chart of Barnes Dennig Private Wealth Management investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Barnes Dennig Private 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 Barnes Dennig Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $375k 3.8k 99.88
2025-09-30 $375k 3.7k 100.25
2025-06-30 $174k 1.8k 99.20

More positions owned by Barnes Dennig Private Wealth Management

Bank of New York Mellon Corporation (BK)
Alphabet Cap Stk Cl A (GOOGL)
Applied Materials (AMAT)
Apple (AAPL)
Ishares Silver Tr Ishares (SLV)
Charles Schwab Corporation (SCHW)
BorgWarner (BWA)
Amgen (AMGN)
Medtronic SHS (MDT)
Ishares Tr Core S&p500 Etf (IVV)
Marvell Technology (MRVL)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
CVS Caremark Corporation (CVS)
ON Semiconductor (ON)

View all positions for Barnes Dennig Private 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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond