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iShares Lehman Aggregate Bond shares owned by Third View Private Wealth

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

Historical chart of Third View 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 Third View 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 Third View Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $978k 9.9k 98.98

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Ishares Tr 20 Yr Tr Bd Etf (TLT)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Apple Put Option (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
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View all positions for Third View Private Wealth

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond