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iShares Lehman Aggregate Bond shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth 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 Carolina Wealth 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 Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 172 100.25
2023-12-31 $892 9 99.22
2023-09-30 $846 9 94.00
2023-06-30 $4.7k 48 97.96

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Dell Technologies Inc Cl C Stock (DELL)
Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Fastenal Stock (FAST)
Guess Stock (GES)
Mosaic Stock (MOS)
Dicks Sporting Goods Stock (DKS)
Novo-nordisk A S Adr (NVO)
Verizon Communications Stock (VZ)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
RPC Stock (RES)
Ford Mtr Stock (F)

View all positions for Carolina Wealth 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