Carter Financial Group »

iShares Lehman Aggregate Bond shares owned by Carter Financial Group

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

Historical chart of Carter Financial 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 Carter Financial 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 Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $398k 4.0k 100.26
2025-06-30 $408k 4.1k 99.21

More positions owned by Carter Financial Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amplify Etf Tr Blockchain Ldr (BLOK)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Small Cap Cas (CALF)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Cambria Etf Tr Gbl Real Est Etf (BLDG)
Microsoft Corporation (MSFT)
Gabelli Etfs Trust Finl Svcs Opptys (GABF)
Palantir Technologies Cl A (PLTR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carter Financial 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