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iShares Lehman Aggregate Bond shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Financial Partners Group 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 Partners Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $588k 5.9k 99.20
2024-06-30 $1.2M 13k 97.07
2024-03-31 $1.3M 13k 97.94
2023-12-31 $1.6M 16k 99.25

More positions owned by Financial Partners Group

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palo Alto Networks (PANW)
Ecolab (ECL)
Chevron Corporation (CVX)
UnitedHealth (UNH)
Proshares Tr S&p 500 Dv Arist (NOBL)
United Parcel Service CL B (UPS)
Caterpillar (CAT)
Pepsi (PEP)
Exxon Mobil Corporation (XOM)
Lam Research Corp Com New (LRCX)
Lockheed Martin Corporation (LMT)

View all positions for Financial Partners Group

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