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James J. Burns & Company »

iShares Lehman Aggregate Bond shares owned by James J. Burns & Company

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by James J. Burns & Company

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$8.8M	91k	96.87
2023-09-30	$15M	155k	94.03
2023-06-30	$15M	156k	97.95
2023-03-31	$15M	151k	99.64
2022-12-31	$9.2M	95k	96.99
2022-09-30	$9.2M	95k	96.34

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)

Vanguard Index Fds Extend Mkt Etf (VXF)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Schwab Strategic Tr Us Aggregate B (SCHZ)

Ishares Tr Core Us Aggbd Et (AGG)

Vanguard World Mega Cap Val Etf (MGV)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Vanguard Index Fds Mid Cap Etf (VO)

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Ishares Tr Rus Mdcp Val Etf (IWS)

Vanguard Index Fds Small Cp Etf (VB)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for James J. Burns & Company

Top funds holding iShares Lehman Aggregate Bond

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Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

Creative Planning

Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond

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