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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

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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
2024-09-30 $694k 6.8k 101.28
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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Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Lokken Investment Group

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