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iShares Lehman Aggregate Bond shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 2.4k 101.13
2025-06-30 $263k 2.7k 98.62
2025-03-31 $261k 2.6k 98.92
2024-12-31 $222k 2.3k 96.90
2024-09-30 $11M 107k 101.27

More positions owned by Wealthgarden F.s

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Dynamic Eqty Act
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Wealthgarden F.s

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