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iShares Lehman Aggregate Bond shares owned by Clarity Retirement & Wealth

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

Historical chart of Clarity Retirement & Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Clarity Retirement & Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Clarity Retirement & Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 15k 99.27

More positions owned by Clarity Retirement & Wealth

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Ishares Tr Hdg Msci Eafe (HEFA)
T Rowe Price Etf Floating Rate (TFLR)
Fidelity Covington Trust Fundamental Smal (FFSM)
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Clarity Retirement & Wealth

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond