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iShares Lehman Aggregate Bond shares owned by Elite Financial

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

Historical chart of Elite 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 Elite Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Elite Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 3.0k 100.10
2025-03-31 $133k 1.4k 98.52

More positions owned by Elite Financial

Vanguard Scottsdale Fds vng rus1000grw (VONG)
Vanguard Value ETF (VTV)
Schwab Strategic Tr us dividend eq (SCHD)
iShares Russell 2000 Value Index (IWN)
Technology SPDR (XLK)
Schwab U S Large Cap Growth ETF (SCHG)
Ishares Tr core tl usd bd (IUSB)
SPDR DJ Wilshire Large Cap Growth (SPYG)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Sht Term Govt Bond ETF (VGSH)
Spdr Ser Tr sp500 high div (SPYD)
Vanguard Small-Cap ETF (VB)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr sht tm us tres (SCHO)

View all positions for Elite Financial

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