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iShares Lehman Aggregate Bond shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 38k 100.25
2025-06-30 $4.0M 40k 99.20
2025-03-31 $3.4M 34k 98.92

More positions owned by Innovative Wealth Building

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Us Aggbd Et (AGG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Ishares Tr Broad Usd High (USHY)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Innovative Wealth Building

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