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iShares Lehman Aggregate Bond shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans 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 Millstone Evans 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $302k 3.0k 99.88
2025-09-30 $2.1k 21 100.24
2025-06-30 $2.1k 21 99.19
2025-03-31 $89k 894 98.96

More positions owned by Millstone Evans Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Oracle Corporation (ORCL)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Lincoln Electric Holdings (LECO)

View all positions for Millstone Evans Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond