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iShares Lehman Aggregate Bond shares owned by Equity Wealth Partners

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

Historical chart of Equity 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 Equity 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 Equity Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 44k 99.88
2025-09-30 $4.4M 44k 100.25

More positions owned by Equity Wealth Partners

Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Equity Wealth Partners

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond