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iShares Lehman Aggregate Bond shares owned by SHP Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $322k 3.3k 98.98
2026-03-31 $152k 1.5k 99.25
2025-12-31 $22k 219 99.73

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond