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iShares Lehman Aggregate Bond shares owned by WealthCollab

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

Historical chart of WealthCollab investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by WealthCollab

Quarter filed Position value Share count Share price at filing
2025-12-31 $408k 4.1k 99.88
2025-09-30 $409k 4.1k 100.25
2025-06-30 $405k 4.1k 99.20
2025-03-31 $404k 4.1k 98.92
2024-12-31 $396k 4.1k 96.90
2024-09-30 $418k 4.1k 101.27
2024-06-30 $400k 4.1k 97.94
2024-03-31 $400k 4.1k 97.94
2023-12-31 $405k 4.1k 99.25

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View all positions for WealthCollab

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond