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iShares Lehman Aggregate Bond shares owned by Greykasell Wealth Strategies

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

Historical chart of Greykasell Wealth Strategies investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Greykasell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.6M 96k 99.88
2025-09-30 $9.4M 94k 100.25
2025-06-30 $7.2M 73k 99.20
2025-03-31 $5.4M 55k 98.92
2024-12-31 $2.4M 25k 96.90

More positions owned by Greykasell Wealth Strategies

Ishares Global 100 Etf Etf (IOO)
Apple Stock (AAPL)
Spdr Gold Shares Etf (GLD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Greykasell Wealth Strategies

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond