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iShares Lehman Aggregate Bond shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $43M 434k 99.27

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

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