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iShares Lehman Aggregate Bond shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $514k 5.1k 100.25
2025-06-30 $30k 301 99.34
2025-03-31 $29k 296 98.98
2024-12-31 $29k 294 96.92
2024-09-30 $29k 291 98.53
2024-06-30 $4.7k 48 97.06
2024-03-31 $4.7k 48 97.94

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Caterpillar Stock (CAT)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

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