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iShares Lehman Aggregate Bond shares owned by Farrell Financial

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

Historical chart of Farrell Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $757k 7.6k 100.25
2025-06-30 $898k 9.1k 99.20
2025-03-31 $938k 9.5k 98.92
2024-12-31 $1.1M 11k 96.90
2024-09-30 $992k 10k 98.50
2024-06-30 $1.0M 10k 97.07
2024-03-31 $1.5M 15k 97.94
2023-12-31 $1.7M 18k 94.13

More positions owned by Farrell Financial

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Esg Intl Stk Etf (VSGX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Loews Corporation (L)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Farrell 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