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iShares Lehman Aggregate Bond shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Lifetime Wealth Management P.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $654k 15 43575.53

More positions owned by Lifetime Wealth Management P.C.

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Gold Miners Etf (GDX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Vanguard Index Fds Growth Etf (VUG)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lifetime Wealth Management P.C.

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