Woodmont Investment Counsel »

iShares Lehman Aggregate Bond shares owned by Woodmont Investment Counsel

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Woodmont Investment Counsel from 13F filings

Historical chart of Woodmont Investment Counsel investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Woodmont Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 2.0k 100.25
2025-06-30 $201k 2.0k 99.20
2025-03-31 $200k 2.0k 98.92
2016-09-30 $125k 1.1k 112.31
2016-03-31 $123k 1.1k 110.51
2015-12-31 $120k 1.1k 107.82
2015-09-30 $122k 1.1k 109.61
2015-06-30 $121k 1.1k 108.72

More positions owned by Woodmont Investment Counsel

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Ibonds 27 Etf (IBDS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Mid Cap Etf (VO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Small Cp Etf (VB)
Stonex Group (SNEX)

View all positions for Woodmont Investment Counsel

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