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iShares Lehman Aggregate Bond shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 2.3k 100.13
2025-06-30 $226k 2.3k 99.22
2025-03-31 $237k 2.4k 98.87
2024-12-31 $502k 5.2k 97.34
2024-09-30 $224k 2.3k 98.43
2024-06-30 $222k 2.3k 97.70

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Snowflake Com Shs (SNOW)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Unilever Spon Adr New (UL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Total Usd (IUSB)

View all positions for Fullcircle Wealth

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