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iShares Lehman Aggregate Bond shares owned by Primoris Wealth Advisors

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

Historical chart of Primoris 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 Primoris 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 Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 2.1k 100.25
2025-06-30 $205k 2.1k 99.24
2025-03-31 $479k 4.8k 98.93

More positions owned by Primoris Wealth Advisors

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Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Lam Research Corp Com New (LRCX)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)

View all positions for Primoris 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