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iShares Lehman Aggregate Bond shares owned by Lavaca Capital

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

Historical chart of Lavaca Capital investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lavaca Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $139k 1.4k 98.98
2025-06-30 $119k 1.2k 99.20
2024-12-31 $270k 2.8k 96.88
2024-09-30 $279k 2.8k 101.26

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Exxon Mobil Corporation (XOM)
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View all positions for Lavaca Capital

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