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iShares Lehman Aggregate Bond shares owned by CrossGen Wealth

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

Historical chart of CrossGen 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 CrossGen 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 CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $283k 2.8k 99.88

More positions owned by CrossGen Wealth

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Goldman Sachs (GS)
Valero Energy Corporation (VLO)
Eaton Corporation SHS (ETN)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Marathon Petroleum Corp (MPC)
Chubb (CB)
Cisco Systems (CSCO)

View all positions for CrossGen Wealth

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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond