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iShares Lehman Aggregate Bond shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial 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 Shepherd Financial 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $658k 6.6k 100.24
2025-06-30 $682k 6.9k 99.20
2025-03-31 $747k 7.6k 98.91
2024-12-31 $792k 8.2k 96.90
2024-09-30 $1.1M 11k 101.27
2024-06-30 $1.1M 11k 97.07
2024-03-31 $1.1M 12k 97.95
2023-12-31 $1.4M 14k 99.25
2023-09-30 $8.4M 89k 94.04
2023-06-30 $8.8M 90k 97.95
2023-03-31 $11M 114k 99.64
2022-12-31 $2.6M 27k 96.99
2022-09-30 $2.5M 26k 96.36
2022-06-30 $9.6M 94k 101.69
2022-03-31 $13M 118k 106.87
2021-12-31 $13M 115k 113.86
2021-09-30 $15M 131k 114.62
2021-06-30 $19M 167k 115.33
2021-03-31 $2.2M 19k 113.84
2020-12-31 $2.8M 23k 118.08
2020-09-30 $4.3M 37k 118.21
2020-06-30 $4.3M 37k 118.21
2020-03-31 $4.1M 36k 115.36
2019-12-31 $3.8M 34k 112.40
2019-09-30 $3.1M 28k 113.18
2019-06-30 $3.2M 29k 111.34
2019-03-31 $4.4M 41k 109.06
2018-12-31 $4.5M 42k 106.54
2018-09-30 $398k 3.7k 106.33
2018-06-30 $396k 3.7k 105.80
2018-03-31 $492k 4.6k 107.10
2017-12-31 $8.9M 81k 109.26
2017-09-30 $9.7M 89k 109.40
2017-06-30 $9.6M 88k 108.89
2017-03-31 $8.0M 74k 108.65
2016-12-31 $6.8M 63k 108.16

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial 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