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iShares Lehman Aggregate Bond shares owned by Sellwood Investment Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Sellwood Investment Partners from 13F filings

Historical chart of Sellwood Investment Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Sellwood Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sellwood Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 55k 100.25

More positions owned by Sellwood Investment Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Esg Us Stk Etf (ESGV)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sellwood Investment Partners

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
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond