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iShares Lehman Aggregate Bond shares owned by Essex

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

Historical chart of Essex investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Essex

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 2.1k 100.26

More positions owned by Essex

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Series Trust Bloomberg Sht Te (SJNK)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Nebius Group Shs Class A (NBIS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Goldman Sachs (GS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)

View all positions for Essex

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