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iShares Lehman Aggregate Bond shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 211k 100.25
2025-06-30 $20M 204k 99.20
2025-03-31 $21M 208k 98.92
2024-12-31 $16M 161k 96.90
2024-09-30 $11M 109k 101.27
2024-06-30 $8.0M 82k 97.07
2024-03-31 $7.4M 76k 97.94
2023-09-30 $7.6M 81k 94.04
2023-06-30 $11M 110k 97.95
2023-03-31 $10M 104k 99.64
2022-12-31 $6.9M 72k 96.99
2022-09-30 $6.8M 71k 96.34
2022-06-30 $6.3M 62k 101.68
2022-03-31 $13M 123k 107.10
2021-12-31 $16M 136k 114.08
2021-09-30 $18M 154k 114.83
2021-06-30 $25M 216k 115.33
2021-03-31 $24M 209k 113.83
2020-12-31 $26M 222k 118.19
2020-09-30 $24M 204k 118.06
2020-06-30 $17M 140k 118.21
2020-03-31 $24M 210k 115.37
2019-12-31 $18M 161k 112.37
2019-09-30 $5.4M 48k 113.17
2019-06-30 $4.5M 43k 105.49
2019-03-31 $2.7M 25k 109.06
2018-12-31 $1.3M 13k 106.51
2018-09-30 $1.2M 11k 105.26
2018-06-30 $1.0M 9.8k 105.98
2018-03-31 $1.1M 10k 106.87
2017-12-31 $1.0M 9.5k 109.14

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Mastercard Foundation Asset Management Corp
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group

View all funds holding iShares Lehman Aggregate Bond