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iShares Lehman Aggregate Bond shares owned by Box Hill Private Wealth

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

Historical chart of Box Hill 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 Box Hill 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 Box Hill Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $649k 6.5k 99.88

More positions owned by Box Hill Private Wealth

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Tesla Motors (TSLA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Box Hill Private Wealth

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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond