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Sharp Financial Services »

iShares Lehman Aggregate Bond shares owned by Sharp Financial Services

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

Historical chart of Sharp Financial Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sharp Financial Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$14M	134k	100.25
2025-06-30	$12M	116k	99.20
2025-03-31	$9.9M	100k	98.92
2024-12-31	$9.8M	102k	96.90
2024-09-30	$9.2M	91k	101.27
2024-06-30	$8.1M	83k	97.07

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Spdr Gold Tr Gold Shs (GLD)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Select Sector Spdr Tr Technology (XLK)

Select Sector Spdr Tr Communication (XLC)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Select Sector Spdr Tr Financial (XLF)

Ishares Core Msci Emkt (IEMG)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr Msci Eafe Etf (EFA)

Meta Platforms Cl A (META)

NVIDIA Corporation (NVDA)

View all positions for Sharp Financial Services

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L

Raymond James Financial

Wells Fargo & Company

Envestnet Asset Management

Mercer Global Advisors

Sagespring Wealth Partners

Mastercard Foundation Asset Management Corp

Wealth Enhancement Advisory Services

Ameriprise Financial

Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond

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