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iShares Lehman Aggregate Bond shares owned by Raffa Wealth Management

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

Historical chart of Raffa Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Raffa Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.5M 45k 98.98
2026-03-31 $4.5M 45k 99.27
2025-12-31 $4.4M 45k 99.88
2025-09-30 $4.3M 43k 100.25
2025-06-30 $4.2M 43k 99.20
2025-03-31 $4.1M 42k 98.92
2024-12-31 $4.0M 41k 96.90
2024-09-30 $4.1M 41k 101.27
2024-06-30 $3.9M 40k 97.07
2024-03-31 $2.3M 24k 97.94
2023-12-31 $2.1M 21k 99.25
2023-09-30 $63k 668 94.03
2023-06-30 $65k 663 97.88
2023-03-31 $66k 657 99.72
2022-12-31 $64k 654 97.03
2022-09-30 $115k 1.2k 96.37
2022-06-30 $121k 1.2k 101.71
2022-03-31 $642k 6.0k 107.11
2021-12-31 $684k 6.0k 114.08
2021-09-30 $669k 5.8k 114.82
2021-06-30 $672k 5.8k 115.34
2021-03-31 $662k 5.8k 113.83
2020-12-31 $687k 5.8k 118.20
2020-09-30 $686k 5.8k 118.07
2020-06-30 $672k 5.7k 118.20
2020-03-31 $693k 6.0k 115.38
2019-12-31 $1.5M 13k 112.37
2019-09-30 $1.5M 13k 113.17
2019-03-31 $1.4M 13k 109.07
2018-12-31 $1.4M 13k 106.49
2018-09-30 $4.7M 45k 105.52
2018-06-30 $5.1M 48k 106.32
2018-03-31 $5.1M 48k 107.25
2017-12-31 $4.7M 43k 109.33
2017-09-30 $4.8M 44k 109.59
2017-06-30 $4.9M 44k 109.51
2017-03-31 $4.8M 44k 108.49
2016-12-31 $4.8M 44k 108.06
2016-09-30 $5.0M 44k 112.42
2016-06-30 $5.1M 45k 112.61
2016-03-31 $5.0M 45k 110.83
2015-12-31 $4.9M 46k 108.01
2015-09-30 $5.0M 46k 109.58

More positions owned by Raffa Wealth Management

Vanguard Total Stock Market ETF Etf (VTI)
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Avantis US Equity ETF Etf (AVUS)
Vanguard Total Bond Market ETF Etf (BND)
iShares Short-Term Corporate Bond ETF Etf (IGSB)
Vanguard Intermediate-Term Corporate Bond ETF Etf (VCIT)
iShares Core International Aggregate Bond ETF Etf (IAGG)
Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Fidelity Quality Factor ETF Etf (FQAL)
Vanguard Ultra-Short Bond ETF Etf (VUSB)
Avantis International Equity ETF Etf (AVDE)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Dimensional US High Profitability ETF Etf (DUHP)
iShares MSCI EAFE ESG Select ETF Etf (ESGD)

View all positions for Raffa Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning
LPL Financial

View all funds holding iShares Lehman Aggregate Bond