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iShares Lehman Aggregate Bond shares owned by LPF Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by LPF Advisors from 13F filings

Historical chart of LPF Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by LPF Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $247k 2.5k 98.92
2024-12-31 $242k 2.5k 96.90
2024-09-30 $266k 2.6k 101.27
2024-06-30 $258k 2.7k 97.07

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)

View all positions for LPF Advisors

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