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iShares Lehman Aggregate Bond shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $150k 1.5k 100.25
2025-06-30 $148k 1.5k 99.20
2025-03-31 $162k 1.7k 96.90
2024-12-31 $162k 1.7k 96.90

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)

View all positions for Flagship Wealth Advisors

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