Curated Wealth Partners »

iShares Lehman Aggregate Bond shares owned by Curated Wealth Partners

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

Historical chart of Curated Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Curated Wealth Partners 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 Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 39k 99.88

More positions owned by Curated Wealth Partners

Apollo Global Mgmt (APO)
Ares Management Corporation Cl A Com Stk (ARES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Advisors Inner Circle Fd Iii Rayliant Wilshir (RAYE)
Diamond Hill Funds Large Cap Concen
Terex Corporation (TEX)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)
Amazon (AMZN)

View all positions for Curated Wealth Partners

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
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond