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iShares Lehman Aggregate Bond shares owned by Westfuller Advisors

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

Historical chart of Westfuller Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 27k 100.25
2025-06-30 $695k 7.0k 99.20
2025-03-31 $1.9M 19k 98.92
2024-12-31 $9.7M 100k 96.90
2024-09-30 $9.0M 89k 101.27

More positions owned by Westfuller Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Amazon (AMZN)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard World Esg Intl Stk Etf (VSGX)
NVIDIA Corporation (NVDA)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Tidal Trust Iii Impact Shares Wo (WOMN)

View all positions for Westfuller Advisors

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