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iShares Lehman Aggregate Bond shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Roman Butler Fullerton & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2025-06-30 $251k 2.5k 98.47
2024-09-30 $1.0M 10k 99.81

More positions owned by Roman Butler Fullerton & Co

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Mastercard Incorporated Cl A (MA)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)
Cigna Corp (CI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Roman Butler Fullerton & Co

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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Mastercard Foundation Asset Management Corp
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group

View all funds holding iShares Lehman Aggregate Bond