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iShares Lehman Aggregate Bond shares owned by Brendel Financial Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Brendel Financial Advisors from 13F filings

Historical chart of Brendel Financial Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 100.25

More positions owned by Brendel Financial Advisors

Sherwin-Williams Company (SHW)
Graniteshares Gold Tr Shs Ben Int (BAR)
Abbvie (ABBV)
Cintas Corporation (CTAS)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
American Express Company (AXP)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
International Business Machines (IBM)
Palantir Technologies Cl A (PLTR)
Nextera Energy (NEE)
NVIDIA Corporation (NVDA)
General Dynamics Corporation (GD)
JPMorgan Chase & Co. (JPM)

View all positions for Brendel Financial Advisors

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