SageGuard Financial Group »

iShares Lehman Aggregate Bond shares owned by SageGuard Financial Group

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 2.6k 99.87
2021-06-30 $621k 5.4k 115.36
2021-03-31 $668k 5.9k 113.62
2020-12-31 $635k 5.4k 117.29

More positions owned by SageGuard Financial Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Coca-Cola Company (KO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lockheed Martin Corporation (LMT)
Costco Wholesale Corporation (COST)
Progressive Corporation (PGR)

View all positions for SageGuard Financial Group

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