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iShares Lehman Aggregate Bond shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2026-06-30 $142M 1.4M 98.98
2026-03-31 $4.4M 44k 99.27
2025-12-31 $4.1M 41k 99.88
2025-09-30 $4.2M 42k 100.25
2025-06-30 $4.4M 45k 99.20
2025-03-31 $5.4M 54k 98.96
2024-12-31 $7.5M 77k 96.90
2024-09-30 $5.0M 49k 101.25
2024-06-30 $4.7M 48k 97.07
2024-03-31 $2.7M 27k 97.94
2023-12-31 $1.4M 15k 99.25

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Pathstone Holdings

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond