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iShares Lehman Aggregate Bond shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 2.1k 98.99

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Seagate Technology Hldngs Pl Ord Shs (STX)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Costco Wholesale Corporation (COST)
Chevron Corporation (CVX)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Keystone Wealth Services

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond