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iShares Lehman Aggregate Bond shares owned by TrueNorth

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

Historical chart of TrueNorth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by TrueNorth

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 604 100.25
2025-06-30 $60k 604 99.20
2024-12-31 $492k 5.1k 96.90

More positions owned by TrueNorth

Vanguard Large Cap Etf (VV)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab US Large-Cap ETF Etf (SCHX)
Vanguard Esg International Stock Etf Etf (VSGX)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Vanguard Total International Stock Etf Etf (VXUS)
JPMorgan Core Plus Bond ETF Etf (JCPB)
Invesco BulletShares 2030 Corp Bd ETF Etf (BSCU)
Invesco BulletShares 2029 Corp Bd ETF Etf (BSCT)
Schwab US Broad Market ETF Etf (SCHB)
SPDR S&P 500 ETF Trust Etf (SPY)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Total Bond Market ETF Etf (BND)

View all positions for TrueNorth

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