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iShares Lehman Aggregate Bond shares owned by Williams Financial

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

Historical chart of Williams Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Williams Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 2.1k 99.27

More positions owned by Williams Financial

J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Reit Etf (SCHH)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Williams Financial

Top funds holding iShares Lehman Aggregate Bond

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Betterment
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Cetera Investment Advisers
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Creative Planning

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