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iShares Lehman Aggregate Bond shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $867k 8.7k 100.25

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

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