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iShares Lehman Aggregate Bond shares owned by Bluedoor Private Wealth

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

Historical chart of Bluedoor Private Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Bluedoor Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 12k 99.27

More positions owned by Bluedoor Private Wealth

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Seacoast Bkg Corp Fla Com New (SBCF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Bluedoor Private Wealth

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