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iShares Lehman Aggregate Bond shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment 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 Brookwood Investment 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 Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $697k 6.9k 100.25
2025-06-30 $1.9M 19k 99.20

More positions owned by Brookwood Investment Group

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Tcw Etf Trust Flexible Income (FLXR)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Pimco Etf Tr Multisector Bd (PYLD)
Morgan Stanley Etf Trust Eaton Vance Mort
Alphabet Cap Stk Cl A (GOOGL)
Tidal Trust I Unlimited Hfeq E
Kraneshares Trust Hedgeye Hedged E (KSPY)
Ishares Tr TRS FLT RT BD (TFLO)

View all positions for Brookwood Investment 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