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Financial Freedom »

iShares Lehman Aggregate Bond shares owned by Financial Freedom

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

Historical chart of Financial Freedom investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Freedom

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$5.8M	59k	97.94
2023-12-31	$5.9M	59k	99.25
2023-09-30	$2.6M	28k	94.04
2023-06-30	$2.7M	28k	97.95
2023-03-31	$2.8M	28k	99.64
2022-12-31	$28M	289k	96.99

More positions owned by Financial Freedom

Vanguard Intermediate Term Corporate Bond Etf Int-term Corp (VCIT)

Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)

Vanguard World Fd Inf Tech Etf Inf Tech Etf (VGT)

Select Sector Spdr Tr Energy Energy (XLE)

Procter & Gamble Company (PG)

Vanguard World Fd Consum Dis Etf Consum Dis Etf (VCR)

Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)

Vanguard World Fd Financials Etf Financials Etf (VFH)

Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK)

Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)

Health Care Select Sector Spdr Sbi Healthcare (XLV)

Vanguard Small-cap Index Fund Small Cp Etf (VB)

Select Sector Spdr Tr Financial Financial (XLF)

Vanguard World Fd Energy Etf Energy Etf (VDE)

Vanguard Mid-cap Index Fund Mid Cap Etf (VO)

View all positions for Financial Freedom

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates

Wells Fargo & Company

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

Creative Planning

Wealth Enhancement Advisory Services

First Citizens Bank & Trust

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

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