Liberty One Investment Management »

iShares Lehman Aggregate Bond shares owned by Liberty One Investment Management

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

Historical chart of Liberty One Investment 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 Liberty One Investment Management 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 Liberty One Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 17k 99.88

More positions owned by Liberty One Investment Management

Cardinal Health (CAH)
Johnson & Johnson (JNJ)
Eli Lilly & Co. (LLY)
Alliant Energy Corporation (LNT)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Duke Energy Corp Com New (DUK)
Southern Company (SO)
UnitedHealth (UNH)
Northrop Grumman Corporation (NOC)
Microsoft Corporation (MSFT)
Kroger (KR)
Chubb (CB)
At&t (T)
McKesson Corporation (MCK)

View all positions for Liberty One Investment Management

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