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iShares Lehman Aggregate Bond shares owned by Philip James Wealth Mangement

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

Historical chart of Philip James Wealth Mangement investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 3.6k 100.25
2025-06-30 $357k 3.6k 99.20
2025-03-31 $356k 3.6k 98.92
2024-12-31 $368k 3.8k 96.90

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Qualcomm (QCOM)
Intel Corporation (INTC)
Occidental Petroleum Corporation (OXY)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Vanguard Index Fds Total Stk Mkt (VTI)
Rocket Cos Com Cl A (RKT)
Chubb (CB)
Altria (MO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Philip James Wealth Mangement

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