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iShares Lehman Aggregate Bond shares owned by J.E. Simmons & Co., P.C.

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by J.E. Simmons & Co., P.C. from 13F filings

Historical chart of J.E. Simmons & Co., P.C. investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by J.E. Simmons & Co., P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by J.E. Simmons & Co., P.C.

Quarter filed Position value Share count Share price at filing
2026-03-31 $662k 6.7k 99.27

More positions owned by J.E. Simmons & Co., P.C.

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Electromed (ELMD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Matthews Asia Fds Asia Innov Activ (MINV)

View all positions for J.E. Simmons & Co., P.C.

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
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond