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iShares Lehman Aggregate Bond shares owned by Envision Financial

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

Historical chart of Envision Financial investment in iShares Lehman Aggregate Bond

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 26k 100.25
2025-06-30 $2.3M 23k 99.20
2025-03-31 $2.4M 25k 98.92
2024-12-31 $2.1M 22k 96.90

More positions owned by Envision Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Msci Emrg Chn (EMXC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Envision 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