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iShares Lehman Aggregate Bond shares owned by Orgel Wealth Management

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

Historical chart of Orgel Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $854k 8.5k 100.25
2025-06-30 $795k 8.0k 99.20
2025-03-31 $590k 6.0k 98.92
2024-12-31 $1.3M 14k 96.90
2024-09-30 $430k 4.2k 101.27
2024-06-30 $765k 7.9k 97.07
2024-03-31 $352k 3.6k 97.94
2023-12-31 $895k 9.0k 99.25
2023-06-30 $121M 1.2M 97.95
2023-03-31 $130M 1.3M 99.64
2022-12-31 $127M 1.3M 96.99
2022-09-30 $121M 1.3M 96.34
2022-06-30 $1.3M 13k 101.71
2022-03-31 $4.4M 41k 107.09
2021-12-31 $8.3M 73k 114.09
2021-09-30 $8.3M 72k 114.83
2021-06-30 $5.7M 50k 115.33
2021-03-31 $5.5M 49k 113.84
2020-12-31 $5.6M 47k 118.19
2020-09-30 $3.9M 33k 118.05
2020-06-30 $4.4M 37k 118.20
2020-03-31 $3.0M 26k 115.36
2019-12-31 $3.0M 27k 112.36
2019-09-30 $2.2M 20k 113.16
2019-06-30 $2.2M 19k 111.34
2019-03-31 $2.1M 19k 109.05
2018-12-31 $2.0M 19k 106.47
2018-09-30 $772k 7.3k 105.55
2018-06-30 $744k 7.0k 106.33
2018-03-31 $522k 4.9k 107.19
2017-12-31 $372k 3.4k 109.22
2017-09-30 $293k 2.7k 109.57
2017-06-30 $234k 2.1k 109.65
2017-03-31 $232k 2.1k 108.77
2016-12-31 $3.0M 28k 108.08

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel Wealth Management

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