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iShares Lehman Aggregate Bond shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 2.2k 100.24

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

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