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iShares Lehman Aggregate Bond shares owned by OFS Enterprise

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

Historical chart of OFS Enterprise investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by OFS Enterprise

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 119k 99.27

More positions owned by OFS Enterprise

Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Val Etf (IWN)
PNC Financial Services (PNC)

View all positions for OFS Enterprise

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
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond