Creekmur Asset Management »

iShares Lehman Aggregate Bond shares owned by Creekmur Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Creekmur Asset Management from 13F filings

Historical chart of Creekmur Asset Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Creekmur Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 56k 100.25
2025-06-30 $6.0M 61k 99.20
2025-03-31 $13M 136k 98.92
2024-12-31 $13M 131k 96.90
2024-09-30 $12M 116k 101.27
2024-06-30 $8.9M 92k 97.07
2024-03-31 $6.4M 65k 97.94
2023-12-31 $7.1M 72k 99.25

More positions owned by Creekmur Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Total (IXUS)
Caterpillar (CAT)
Pimco Etf Tr Active Bd Etf (BOND)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Global X Fds 1-3 Month T-bill (CLIP)
Amazon (AMZN)

View all positions for Creekmur Asset Management

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