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iShares Lehman Aggregate Bond shares owned by Black Diamond Financial

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Black Diamond Financial from 13F filings

Historical chart of Black Diamond Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $40M 395k 100.25
2025-06-30 $32M 323k 99.20
2025-03-31 $36M 365k 98.92
2024-12-31 $33M 340k 96.90
2024-09-30 $23M 224k 101.49
2024-06-30 $19M 196k 97.07

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr National Mun Etf (MUB)

View all positions for Black Diamond Financial

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