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iShares Lehman Aggregate Bond shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 WEALTH MANAGEMENT Ltd LIABILITY 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 WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2025-12-31 $254k 2.5k 100.05

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

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NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Caterpillar (CAT)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Goldman Sachs (GS)
Uber Technologies (UBER)
Crowdstrike Hldgs Cl A (CRWD)
Apple (AAPL)
Emerson Electric (EMR)
Microsoft Corporation (MSFT)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

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
LPL Financial

View all funds holding iShares Lehman Aggregate Bond