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iShares Lehman Aggregate Bond shares owned by Penney Financial

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

Historical chart of Penney Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Penney Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 42k 100.25
2025-06-30 $4.0M 40k 99.20
2025-03-31 $986k 10k 98.92
2024-12-31 $899k 9.3k 96.90
2023-12-31 $1.1M 11k 99.25

More positions owned by Penney Financial

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Whitehall Fds High Div Yld (VYM)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Penney Financial

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