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iShares Lehman Aggregate Bond shares owned by Stephenson & Company

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Stephenson & Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $298k 3.1k 96.90
2024-09-30 $311k 3.1k 101.27
2024-06-30 $298k 3.1k 97.07
2024-03-31 $301k 3.1k 97.94
2023-12-31 $305k 3.1k 99.25

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg High Y (JNK)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond