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iShares Lehman Aggregate Bond shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management 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 Futures Wealth Management 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 Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 2.1k 100.25
2025-03-31 $200k 2.1k 97.26

More positions owned by Bright Futures Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Pacer Fds Tr Us Small Cap Cas (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Series Trust S&p Regl Bkg (KRE)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Blackstone Mtg Tr Com Cl A (BXMT)
Innovator Etfs Trust Intl Developed (IAUG)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Broadcom (AVGO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
NVIDIA Corporation (NVDA)

View all positions for Bright Futures Wealth Management

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