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iShares Lehman Aggregate Bond shares owned by Blalock Williams

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

Historical chart of Blalock Williams investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Blalock Williams

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 20k 100.25
2025-06-30 $1.0M 11k 99.20
2025-03-31 $1.9M 19k 98.92
2024-12-31 $2.0M 21k 96.90

More positions owned by Blalock Williams

Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Arista Networks Com Shs (ANET)

View all positions for Blalock Williams

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