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iShares Lehman Aggregate Bond shares owned by Evelyn Partners Investment Management

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

Historical chart of Evelyn Partners Investment Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 200 100.25
2025-06-30 $20k 200 99.20