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iShares Lehman Aggregate Bond shares owned by Zinnia Wealth Advisory

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

Historical chart of Zinnia Wealth Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Zinnia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $618k 6.2k 99.27

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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
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Spdr Series Trust State Street Spd (SPSB)
Wal-Mart Stores (WMT)

View all positions for Zinnia Wealth Advisory

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond