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iShares Lehman Aggregate Bond shares owned by Ken Roberts Investment Management

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

Historical chart of Ken Roberts Investment 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 Ken Roberts Investment 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 243 99.88

More positions owned by Ken Roberts Investment Management

Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
Tyson Foods Cl A (TSN)
Alphabet Cap Stk Cl A (GOOGL)
Citigroup Com New (C)
NetApp (NTAP)
Baker Hughes Company Cl A (BKR)
Pimco Etf Tr Multisector Bd (PYLD)
UnitedHealth (UNH)
Huntington Bancshares Incorporated (HBAN)
United Parcel Service CL B (UPS)
Lamar Advertising Cl A (LAMR)
Texas Instruments Incorporated (TXN)
Devon Energy Corporation (DVN)
Key (KEY)

View all positions for Ken Roberts Investment Management

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
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond