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iShares Lehman Aggregate Bond shares owned by U S Wealth Group

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

Historical chart of U S Wealth Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by U S Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 102k 100.25
2025-06-30 $7.3M 74k 99.20

More positions owned by U S Wealth Group

TLT Etf (TLT)
Ishares Tr Lehman Bd Common Stock (AGG)
Ief Etf (IEF)
Alphabet Common Stock (GOOGL)
Nvidia Corp Common Stock (NVDA)
Apple Computer Common Stock (AAPL)
Streettracks Gold TRUST Common Stock
Schwab US Large Cap Etf Etf (SCHX)
Facebook Inc Class A Common Stock (META)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Goldman Sachs Group Common Stock (GS)
Exxon Mobil Corporation Common Stock (XOM)
Broadcom Common Stock
United Rentals Common Stock (URI)

View all positions for U S Wealth Group

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