Jim Saulnier & Associates »

iShares Lehman Aggregate Bond shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Jim Saulnier & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $320k 3.2k 98.98

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60 Bala Etf (AOR)
Ishares Tr Core 80 20 Etf (AOA)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Taxmanaged Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Pgim Rock Etf Tr Sp 500 Buffer (PBMY)
Pgim Rock Etf Tr Sp 500 Buffer (PBJN)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Pgim Rock Etf Tr Sp 500 Buffer (PBJL)
Pgim Rock Etf Tr Sp 500 Buffer (PBNV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 40 Mode Etf (AOM)

View all positions for Jim Saulnier & Associates

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
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning
LPL Financial

View all funds holding iShares Lehman Aggregate Bond