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iShares Lehman Aggregate Bond shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 2.6k 101.28
2024-03-31 $216k 2.2k 97.94

More positions owned by L.m. Kohn & Company

Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
German Amern Bancorp Common Stock (GABC)
Amazon Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Microsoft Corp Common Stock (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo Exchange Traded Fund (BIL)
Wisdomtree Tr Floatng Rat Trea Exchange Traded Fund (USFR)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Visa Inc Com Cl A Common Stock (V)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Home Depot Common Stock (HD)

View all positions for L.m. Kohn & Company

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond