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iShares Lehman Aggregate Bond shares owned by Strategic Financial Group

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

Historical chart of Strategic 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 Strategic 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 Strategic Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $17M 176k 99.27

More positions owned by Strategic Financial Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (SPHY)
Select Sector Spdr Tr State Street Ene (XLE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
DTE Energy Company (DTE)
Dt Midstream Common Stock (DTM)
Apple (AAPL)

View all positions for Strategic Financial Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond