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iShares Lehman Aggregate Bond shares owned by Surience Private Wealth

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Surience Private Wealth from 13F filings

Historical chart of Surience Private Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Surience Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 27k 100.25
2025-03-31 $266k 2.7k 98.92
2024-12-31 $243k 2.5k 96.90
2024-09-30 $254k 2.5k 101.27
2024-06-30 $243k 2.5k 97.07

More positions owned by Surience Private Wealth

Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust S&p Homebuild (XHB)
Ishares Tr Gbl Comm Svc Etf (IXP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Palantir Technologies Cl A (PLTR)
Ge Aerospace Com New (GE)
NVIDIA Corporation (NVDA)
Shopify Cl A Sub Vtg Shs (SHOP)
Goldman Sachs (GS)
Advanced Micro Devices (AMD)
Spdr Series Trust Bloomberg High Y (JNK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Call Call Option

View all positions for Surience Private Wealth

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
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond