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iShares Lehman Aggregate Bond shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $513k 5.2k 99.26
2024-12-31 $240k 2.5k 96.92
2024-09-30 $248k 2.4k 101.30
2024-06-30 $235k 2.4k 97.06
2024-03-31 $236k 2.4k 97.95

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Blackstone Group Inc Com Cl A (BX)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Lantern Wealth Advisors

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