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iShares Lehman Aggregate Bond shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Stonehaven Wealth & Tax Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$8.4M	84k	99.88
2025-09-30	$8.2M	81k	100.25
2025-06-30	$7.7M	78k	99.20
2025-03-31	$7.4M	75k	98.92
2024-12-31	$5.6M	58k	96.90

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)

Spdr Series Trust State Street Spd (SPLG)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

First Tr Exchange-traded SHS (FVD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

Vanguard Index Fds Total Stk Mkt (VTI)

J P Morgan Exchange Traded F Diversfed Rtrn (JPME)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

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

Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond

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