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iShares Lehman Aggregate Bond shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $22k 226 99.27

More positions owned by Nvest Wealth Strategies

John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Internat (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SLYG)
Harbor Etf Trust Harbor Commodity (HGER)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SLYV)
American Centy Etf Tr Avantis Intl Sml (AVDS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Union Pacific Corporation (UNP)
Ea Series Trust Cambria Us Equal (USEW)

View all positions for Nvest Wealth Strategies

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond