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iShares Lehman Aggregate Bond shares owned by TL Private Wealth

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

Historical chart of TL 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 TL 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 TL Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 2.5k 98.20
2023-12-31 $414k 4.2k 99.25
2022-12-31 $1.7M 17k 99.34

More positions owned by TL Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr High Yld Systm B (HYDB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str Sp Div (SDY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)

View all positions for TL 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
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning
LPL Financial

View all funds holding iShares Lehman Aggregate Bond