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iShares Lehman Aggregate Bond shares owned by Shepherd Street Advisors

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

Historical chart of Shepherd Street Advisors 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 Street Advisors 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 Street Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 10k 99.88

More positions owned by Shepherd Street Advisors

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Wells Fargo & Company (WFC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Applied Materials (AMAT)
Netflix (NFLX)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Visa Com Cl A (V)

View all positions for Shepherd Street Advisors

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
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond