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iShares Lehman Aggregate Bond shares owned by NDWM

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

Historical chart of NDWM investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by NDWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 30k 100.25
2025-06-30 $2.8M 29k 99.20
2025-03-31 $2.7M 27k 98.92
2024-12-31 $1.6M 16k 96.90
2024-09-30 $1.3M 13k 101.27
2024-06-30 $903k 9.3k 97.07
2024-03-31 $911k 9.3k 97.94
2023-12-31 $703k 7.1k 99.25

More positions owned by NDWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Calif Mun Bd Etf (CMF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Select Sector Spdr Tr Technology (XLK)
Servicenow (NOW)

View all positions for NDWM

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