Wellington-altus Usa »

iShares Lehman Aggregate Bond shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.5M 55k 99.27
2026-03-31 $6.3M 64k 98.98
2025-12-31 $3.3M 34k 99.88

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond