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iShares Lehman Aggregate Bond shares owned by Lewis Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lewis Asset Management from 13F filings

Historical chart of Lewis Asset Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 3.5k 100.26
2025-06-30 $348k 3.5k 99.19

More positions owned by Lewis Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Divid Etf (SDY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Costco Wholesale Corporation (COST)

View all positions for Lewis Asset Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond