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iShares Lehman Aggregate Bond shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 29k 100.25
2025-06-30 $2.8M 28k 99.20

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

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