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iShares Lehman Aggregate Bond shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 14k 99.27
2024-06-30 $130k 1.3k 97.07

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Lam Research Corp Com New (LRCX)
Plains Gp Hldgs Ltd Partnr Int A (PAGP)
Kla Corp Com New (KLAC)

View all positions for Turtle Creek Wealth Advisors

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
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond