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iShares Lehman Aggregate Bond shares owned by Uhlmann Price Securities

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

Historical chart of Uhlmann Price Securities investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Uhlmann Price Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 25k 98.76

More positions owned by Uhlmann Price Securities

Kla Corp Com New (KLAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
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Southern Company (SO)
Cisco Systems (CSCO)
Goldman Sachs (GS)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Intuit (INTU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Uhlmann Price Securities

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