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iShares Lehman Aggregate Bond shares owned by Wise Wealth Partners

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

Historical chart of Wise Wealth 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 Wise Wealth 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 Wise Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 46k 100.25
2025-06-30 $4.0M 41k 99.20
2025-03-31 $236k 2.4k 98.93

More positions owned by Wise Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Dimensional Etf Trust Global Core Plus (DFGP)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Ishares Tr Us Treas Bd Etf (GOVT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Wise Wealth Partners

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