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iShares Lehman Aggregate Bond shares owned by Cooper Financial Group

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

Historical chart of Cooper 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 Cooper Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 2.4k 100.23
2025-06-30 $221k 2.2k 99.22
2025-03-31 $273k 2.8k 98.91
2024-12-31 $219k 2.3k 96.89
2022-06-30 $227k 2.2k 101.84
2021-03-31 $264k 2.3k 114.04
2020-12-31 $2.0M 17k 118.17

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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Global X Fds Us Infr Dev Etf (PAVE)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cooper 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