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iShares Lehman Aggregate Bond shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning 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 Virginia Estate & Retirement Planning 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 Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 42 653.21

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Msci Kokusai Etf (TOK)
Sprott Asset Management Physical Silver (PSLV)
Schwab Strategic Tr Core Bond Etf (Principal) (SCCR)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Etf Ser Solutions Vident Internati (VIDI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (FLRN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Applied Materials (AMAT)
Meta Platforms Cl A (META)

View all positions for Virginia Estate & Retirement Planning 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