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iShares Lehman Aggregate Bond shares owned by Boomfish Wealth Group

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

Historical chart of Boomfish Wealth Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Boomfish Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 72k 100.25
2025-06-30 $7.0M 71k 99.20
2025-03-31 $6.6M 67k 98.92
2024-12-31 $6.4M 66k 96.90
2024-09-30 $4.6M 45k 101.27
2024-06-30 $961k 9.9k 97.07
2024-03-31 $608k 6.2k 97.94

More positions owned by Boomfish Wealth Group

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Arista Networks Com Shs (ANET)
Kla Corp Com New (KLAC)
Applied Materials (AMAT)
Asml Holding N V N Y Registry Shs (ASML)
Palo Alto Networks (PANW)
Meta Platforms Cl A (META)

View all positions for Boomfish Wealth Group

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