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iShares Lehman Aggregate Bond shares owned by Parr Mcknight Wealth Management Group

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

Historical chart of Parr Mcknight Wealth Management Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Parr Mcknight Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $826k 8.2k 100.25
2025-06-30 $1.0M 10k 99.20
2025-03-31 $1.2M 12k 98.92
2024-12-31 $1.1M 12k 96.90

More positions owned by Parr Mcknight Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Lowe's Companies (LOW)
Vanguard Index Fds Mid Cap Etf (VO)
Chevron Corporation (CVX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Parr Mcknight Wealth Management Group

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