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iShares Lehman Aggregate Bond shares owned by Wilian Securities

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

Historical chart of Wilian Securities investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Wilian Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 35k 99.88

More positions owned by Wilian Securities

Invesco Actively Managed Exc Total Return (GTO)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)

View all positions for Wilian Securities

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
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond