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iShares Lehman Aggregate Bond shares owned by Whi Trust

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

Historical chart of Whi Trust investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Whi Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $40M 405k 99.27

More positions owned by Whi Trust

Ishares Core Us Aggregate Bond Fund Etf (AGG)
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Tr Barclays 7 10 Yr Etf (IEF)
Ishares Russell 3000 Index Fund Etf (IWV)
Ishares Trust 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Msci Acwi Etf (ACWI)
Ishares Msci Kld 400 Social Index Fund Etf Etf (DSI)
iShares MSCI USA ESG Select ETF Etf (SUSA)
Microsoft Corporation (MSFT)
Travelers Companies (TRV)
Apple (AAPL)
Kalaris Therapeutics (KLRS)
Ishares Msci Eafe Index Etf (EFA)
Shake Shack Inc cl a (SHAK)

View all positions for Whi Trust

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
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond