Lauer Wealth »

iShares Lehman Aggregate Bond shares owned by Lauer Wealth

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

Historical chart of Lauer Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Lauer Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 2.9k 99.43

More positions owned by Lauer Wealth

Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Morningstar Valu (ILCV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Bitmine Immersion Tecnologie Com New (BMNR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Us Midcap Fund (EZM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)

View all positions for Lauer Wealth

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
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond