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iShares Lehman Aggregate Bond shares owned by ALM First Financial Advisors

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

Historical chart of ALM First Financial Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by ALM First Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $979k 9.8k 100.25
2025-06-30 $969k 9.8k 99.20
2025-03-31 $966k 9.8k 98.92

More positions owned by ALM First Financial Advisors

Vanguard S&P 500 ETF Etf (VOO)
Cambria Global Momentum ETF Etf (GMOM)
Cambria Trinity ETF Etf (TRTY)
Vanguard Total Bond Market ETF Etf (BND)
Cambria Global Value ETF Etf (GVAL)
Cambria Value and Momentum ETF Etf (VAMO)
Cambria Shareholder Yield ETF Etf (SYLD)
Cambria Foreign Shareholder Yield ETF Etf (FYLD)
Cambria Emerging Shareholder Yield ETF Etf (EYLD)
VanEck JP Morgan EM Local C Etf (EMLC)
iMGP DBi Managed Futures Strategy ETF Etf (DBMF)
Cambria Global Real Estate ETF Etf (BLDG)
Schwab US Equity Etf (SCHP)
First Trust Managed Futures Stragegy Fund Etf (FMF)
Graniteshares Gold Trust Etf (BAR)

View all positions for ALM First Financial Advisors

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