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iShares Lehman Aggregate Bond shares owned by Insight Wealth Partners

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

Historical chart of Insight 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 Insight 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 Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 4.1k 100.25
2025-06-30 $418k 4.2k 99.20
2024-12-31 $462k 4.8k 96.90
2024-09-30 $321k 3.2k 101.27

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Tips Bd Etf (TIP)
Victory Portfolios Ii Core Intermediat (UITB)
Invesco Actively Managed Exc Total Return (GTO)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Faln Angls Usd (FALN)
Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Insight 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