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iShares Lehman Aggregate Bond shares owned by Watts Gwilliam & Co

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Watts Gwilliam & Co from 13F filings

Historical chart of Watts Gwilliam & Co investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Watts Gwilliam & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 10k 100.25
2025-06-30 $1.0M 10k 100.29
2025-03-31 $1.1M 11k 98.92
2024-12-31 $1.1M 11k 96.37
2024-09-30 $906k 9.1k 99.80
2024-03-31 $751k 7.8k 96.55

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Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Intel Corporation (INTC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Pepsi (PEP)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Watts Gwilliam & Co

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