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iShares Lehman Aggregate Bond shares owned by E-Wealth Partners

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

Historical chart of E-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 E-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by E-Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 11k 99.27
2025-12-31 $954k 9.6k 99.88

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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NVIDIA Corporation (NVDA)
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Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for E-Wealth Partners

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning
LPL Financial

View all funds holding iShares Lehman Aggregate Bond