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iShares Lehman Aggregate Bond shares owned by North Ridge Wealth Advisors

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

Historical chart of North Ridge Wealth 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 North Ridge Wealth 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 North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 314 100.24
2025-06-30 $29k 288 99.24

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Intl Trea Bd Etf (IGOV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for North Ridge Wealth 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