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BlueStem Wealth Partners »

iShares Lehman Aggregate Bond shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by BlueStem Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$664k	6.6k	100.24
2025-06-30	$580k	5.8k	99.20
2025-03-31	$630k	6.4k	98.92
2024-12-31	$6.9M	72k	96.90

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)

Vanguard Growth Etf Etf (VUG)

Schwab International Equity Etf Etf (SCHF)

Schwab Fundamental U.s. Large Company Etf Etf (FNDX)

Spdr Portfolio Emerging Markets Etf Etf (SPEM)

Ishares Core S&p Mid-cap Etf Etf (IJH)

Columbia Research Enhanced Core Etf Etf (RECS)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Ishares U.s. Treasury Bond Etf Etf (GOVT)

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)

Vanguard Total Bond Market Etf Etf (BND)

Vanguard Value Etf Etf (VTV)

Harbor Scientific Alpha High-yield Etf Etf (SIHY)

Tcw Flexible Income Etf Etf (FLXR)

Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L

Raymond James Financial

Wells Fargo & Company

Envestnet Asset Management

Mercer Global Advisors

Sagespring Wealth Partners

Mastercard Foundation Asset Management Corp

Wealth Enhancement Advisory Services

Ameriprise Financial

Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond

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