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iShares Lehman Aggregate Bond shares owned by LightSquare Wealth Management

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

Historical chart of LightSquare Wealth 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 LightSquare Wealth 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 LightSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $292k 3.0k 98.98

More positions owned by LightSquare Wealth Management

Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr St Str Discr Etf (XLY)
Select Sector Spdr Tr St Str Care Etf (XLV)
NVIDIA Corporation (NVDA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Select Sector Spdr Tr St Str Svc Etf (XLC)
Spdr Series Trust St Term High Etf (SJNK)
Apple (AAPL)
Select Sector Spdr Tr St Str Stapl Etf (XLP)

View all positions for LightSquare Wealth Management

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