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iShares Lehman Aggregate Bond shares owned by Palacios Wealth Management

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

Historical chart of Palacios 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 Palacios 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 Palacios Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 2.3k 100.25
2025-06-30 $232k 2.3k 99.20
2025-03-31 $231k 2.3k 98.92
2024-12-31 $226k 2.3k 96.70

More positions owned by Palacios Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Apple (AAPL)
Amazon (AMZN)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Meta Platforms Cl A (META)
Neos Etf Trust Nasdaq 100 High (QQQI)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Crowdstrike Hldgs Cl A (CRWD)
Alphabet Cap Stk Cl A (GOOGL)
Uber Technologies (UBER)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Palacios 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