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iShares Lehman Aggregate Bond shares owned by Heritage Wealth Partners

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $211k 2.1k 98.91

More positions owned by Heritage Wealth Partners

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Exxon Mobil Corporation (XOM)

View all positions for Heritage 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