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iShares Lehman Aggregate Bond shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Ehrlich Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $227k 2.3k 99.21
2025-03-31 $220k 2.2k 98.93
2024-12-31 $215k 2.2k 96.91
2024-03-31 $577k 5.9k 97.94

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Select Sector Spdr Tr Technology (XLK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Gold Tr Ishares New (IAU)

View all positions for Ehrlich Financial Group

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