Dale Q Rice Investment Management »

iShares Lehman Aggregate Bond shares owned by Dale Q Rice Investment Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Dale Q Rice Investment Management from 13F filings

Historical chart of Dale Q Rice Investment 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 Dale Q Rice Investment 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 Dale Q Rice Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 4.7k 100.02
2025-06-30 $475k 4.8k 97.89
2025-03-31 $959k 9.7k 98.92
2024-12-31 $964k 9.9k 96.90

More positions owned by Dale Q Rice Investment Management

Apple Common Stock (AAPL)
Proshares Ultra Semiconductors Etf Uit Exchange Traded (USD)
Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Alphabet Inc Class A Common Stock (GOOGL)
Tesla Common Stock (TSLA)
Spdr S&p Semiconductor Etf Uit Exchange Traded (XSD)
Berkshire Hathaway Class B Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Ishares Us Technology Etf Uit Exchange Traded (IYW)
Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH)
Microsoft Corp Common Stock (MSFT)
Ishares Us Medical Devices Etf Uit Exchange Traded (IHI)
Motley Fool 100 Index Etf Uit Exchange Traded (TMFC)

View all positions for Dale Q Rice Investment 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