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iShares Lehman Aggregate Bond shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $21k 212 99.27

More positions owned by Burkett Financial Services

Schwab US Dividend Equity ETF Equity (SCHD)
Schwab US Large Cap Growth ETF Equity (SCHG)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Calamos S&P Structured ALT ETF Equity (CPSL)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Microsoft Corp Equity (MSFT)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond