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iShares Lehman Aggregate Bond shares owned by Koenig Investment Advisory

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

Historical chart of Koenig Investment Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Koenig Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Koenig Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 103k 101.20

More positions owned by Koenig Investment Advisory

American Century Focused Large Cap Value Etf Etf (FLV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Pimco Enhanced Short Maturity Active Etf Etf (MINT)
Microsoft Corp Stock (MSFT)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard S&p 500 Etf Etf (VOO)
Metlife Stock (MET)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Taseko Mines Stock (TGB)
Dimensional International Small Cap Value Etf Etf (DISV)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Koenig Investment Advisory

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
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond