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iShares Lehman Aggregate Bond shares owned by Turn8 Private Wealth

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Turn8 Private Wealth from 13F filings

Historical chart of Turn8 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 Turn8 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 Turn8 Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 25k 100.25
2025-06-30 $2.9M 29k 99.20
2025-03-31 $3.0M 30k 99.85
2024-12-31 $2.6M 27k 96.90

More positions owned by Turn8 Private Wealth

Jpmorgan Eqt Prem Icm Etf Etf (JEPI)
Microsoft Corporation (MSFT)
Energy Select Sec Spdr Etf (XLE)
Alphabet Inc Class A cs (GOOGL)
Taiwan Semiconductor Mfg (TSM)
NVIDIA Corporation (NVDA)
Ishares Investment Grade Corporate Bond Etf Etf (LQD)
Rbc Cad (RY)
Apple (AAPL)
Goldman Sachs (GS)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Blackrock (BLK)
Cameco Corporation (CCJ)

View all positions for Turn8 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