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iShares Lehman Aggregate Bond shares owned by Westmount Partners

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

Historical chart of Westmount 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 Westmount 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 Westmount Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 3.4k 100.17
2025-06-30 $334k 3.4k 99.19
2025-03-31 $341k 3.4k 98.93

More positions owned by Westmount Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Caci Intl Cl A (CACI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
International Business Machines (IBM)

View all positions for Westmount Partners

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
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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