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iShares Lehman Aggregate Bond shares owned by Goelzer Investment Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Goelzer Investment Management from 13F filings

Historical chart of Goelzer Investment Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Goelzer Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $335k 3.4k 99.20
2025-03-31 $321k 3.2k 98.92
2024-12-31 $315k 3.2k 96.90
2012-09-30 $297k 2.6k 112.41

More positions owned by Goelzer Investment Management

Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Eaton Corp SHS (ETN)
Exxon Mobil Corporation (XOM)

View all positions for Goelzer Investment Management

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