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iShares Lehman Aggregate Bond shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $637k 6.6k 97.06
2024-03-31 $610k 6.2k 97.94
2023-12-31 $553k 5.6k 99.24
2023-09-30 $523k 5.6k 94.04
2023-06-30 $527k 5.4k 97.95
2023-03-31 $453k 4.5k 99.64

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View all positions for Lokken Investment Group

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond