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iShares Lehman Aggregate Bond shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth 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 Dogwood Wealth 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $343k 3.4k 99.88
2025-09-30 $328k 3.3k 100.25
2025-06-30 $19k 191 98.08

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond