Downshift Financial »

iShares Lehman Aggregate Bond shares owned by Downshift Financial

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

Historical chart of Downshift Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Downshift Financial 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $39k 415 94.54
2026-06-30 $10k 102 98.98

More positions owned by Downshift Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mrngstr Lrg Cap (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust St Inter Etf (SPTI)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Downshift Financial

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Northern Trust
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors

View all funds holding iShares Lehman Aggregate Bond