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iShares Lehman Aggregate Bond shares owned by Putney Financial Group

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

Historical chart of Putney Financial Group investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Putney Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $14k 149 94.54
2026-03-31 $352k 3.5k 99.27
2025-12-31 $484k 4.8k 99.88
2025-09-30 $785k 7.8k 100.25

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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
Northern Trust
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors

View all funds holding iShares Lehman Aggregate Bond