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iShares Lehman Aggregate Bond shares owned by JHP Wealth Management

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

Historical chart of JHP Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by JHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 33k 99.27
2025-12-31 $2.8M 28k 99.88

More positions owned by JHP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for JHP Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond