Carbahal Olsen Financial Services Group »

iShares Lehman Aggregate Bond shares owned by Carbahal Olsen Financial Services Group

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

Historical chart of Carbahal Olsen Financial Services 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 Carbahal Olsen Financial Services Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Carbahal Olsen Financial Services Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 110k 100.25
2025-06-30 $11M 110k 99.20
2025-03-31 $10M 105k 98.92
2024-12-31 $10M 103k 96.90

More positions owned by Carbahal Olsen Financial Services Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Eaton Corp SHS (ETN)
Oklo Com Cl A (OKLO)

View all positions for Carbahal Olsen Financial Services 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