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iShares Lehman Aggregate Bond shares owned by Somnio Financial Group

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

Historical chart of Somnio Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Somnio Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 105k 101.27
2024-06-30 $9.9M 102k 97.07

More positions owned by Somnio Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg High Y (JNK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Grwt Allocat Etf (AOR)
Home Depot (HD)

View all positions for Somnio Financial Group

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond