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iShares Lehman Aggregate Bond shares owned by Michels Family Financial

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Michels Family Financial from 13F filings

Historical chart of Michels Family Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Michels Family Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 30k 100.25
2025-06-30 $2.9M 29k 99.20
2025-03-31 $2.7M 28k 98.92
2024-12-31 $2.6M 27k 96.90

More positions owned by Michels Family Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Meta Platforms Cl A (META)

View all positions for Michels Family Financial

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