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iShares Lehman Aggregate Bond shares owned by Bright Financial Advisors

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

Historical chart of Bright 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 Bright 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 Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $35M 354k 100.25
2025-06-30 $33M 330k 99.20
2025-03-31 $32M 327k 98.92
2024-12-31 $31M 321k 96.90
2024-09-30 $34M 335k 101.27
2024-06-30 $31M 324k 97.07
2024-03-31 $30M 317k 95.44

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ssga Active Etf Tr Globl Allo Etf (GAL)
NVIDIA Corporation (NVDA)
Stryker Corporation (SYK)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Eaton Corp SHS (ETN)

View all positions for Bright 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