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iShares Lehman Aggregate Bond shares owned by N.E.W. Advisory Services

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by N.E.W. Advisory Services from 13F filings

Historical chart of N.E.W. Advisory Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by N.E.W. Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $118k 1.2k 100.25
2025-06-30 $117k 1.2k 99.20
2025-03-31 $117k 1.2k 98.92

More positions owned by N.E.W. Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Intl Aggr (IAGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for N.E.W. Advisory Services

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