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iShares Lehman Aggregate Bond shares owned by Richardson Capital Management

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

Historical chart of Richardson Capital 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 Richardson Capital 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 Richardson Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $168k 1.7k 99.88
2025-09-30 $287k 2.9k 100.25
2024-06-30 $12k 119 97.07

More positions owned by Richardson Capital Management

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab Fundamental US Large Company ETF Fundamental Us L (FNDX)
Vanguard 500 ETF S&p 500 Etf Shs (VOO)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
Matthews EM Discovery Active ETF Emerging Mkt Dis (MEMS)
Vanguard High Dividend Yield ETF High Div Yld (VYM)
Schwab 1000 Index ETF 1000 Index Etf (SCHK)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)

View all positions for Richardson Capital Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond