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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
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)
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Vanguard World Esg Us Stk Etf (ESGV)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
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Microsoft Corporation (MSFT)
Loews Corporation (L)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Farrell Financial

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond