Henson-Edgewater Management »

iShares Lehman Aggregate Bond shares owned by Henson-Edgewater Management

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

Historical chart of Henson-Edgewater 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 Henson-Edgewater Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Henson-Edgewater Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.9M 89k 99.88

More positions owned by Henson-Edgewater Management

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Energy Transfer Com Ut Ltd Ptn (ET)
Constellation Energy (CEG)
Targa Res Corp (TRGP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Henson-Edgewater Management

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