Ted Buchan & Co »

iShares Lehman Aggregate Bond shares owned by Ted Buchan & Co

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

Historical chart of Ted Buchan & Co investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ted Buchan & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 211k 100.25
2025-06-30 $20M 201k 99.20
2025-03-31 $19M 193k 98.92
2024-12-31 $19M 194k 96.90
2024-09-30 $19M 189k 101.27
2024-06-30 $16M 167k 97.07
2024-03-31 $6.0M 61k 97.94

More positions owned by Ted Buchan & Co

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Growth Etf (VUG)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr Energy (XLE)
Kraneshares Trust Mount Lucas Etf (KMLM)
Spdr Series Trust S&p Metals Mng (XME)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Ted Buchan & Co

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