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iShares Lehman Aggregate Bond shares owned by Stolz & Associates, Ps

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Stolz & Associates, Ps from 13F filings

Historical chart of Stolz & Associates, Ps investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Stolz & Associates, Ps consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Stolz & Associates, Ps

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 16k 99.88

More positions owned by Stolz & Associates, Ps

Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Us Treas Bd Etf (GOVT)
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Dimensional Etf Trust Global Core Plus (DFGP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Us Aggbd Et (AGG)
Costco Wholesale Corporation (COST)
Calamos Etf Tr S&p 500 Structu (CPSD)

View all positions for Stolz & Associates, Ps

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond