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iShares Lehman Aggregate Bond shares owned by WealthSpring Partners

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

Historical chart of WealthSpring 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 WealthSpring 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 WealthSpring Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 68k 99.88
2023-09-30 $18M 188k 94.04
2023-06-30 $18M 185k 97.95
2023-03-31 $18M 179k 99.64
2022-12-31 $17M 180k 96.99
2022-09-30 $17M 172k 96.34

More positions owned by WealthSpring Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T Water Res Etf (PHO)
Ishares Tr Us Consm Staples (IYK)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (XAR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for WealthSpring Partners

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