L.K. Benson & Company, P.C. »

iShares Lehman Aggregate Bond shares owned by L.K. Benson & Company, P.C.

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by L.K. Benson & Company, P.C. from 13F filings

Historical chart of L.K. Benson & Company, P.C. investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by L.K. Benson & Company, P.C. 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 L.K. Benson & Company, P.C.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 21k 100.25
2025-06-30 $1.8M 19k 99.20
2025-03-31 $1.9M 19k 98.92

More positions owned by L.K. Benson & Company, P.C.

T. Rowe Price (TROW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ea Series Trust Alpha Architect (CAOS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for L.K. Benson & Company, P.C.

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