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CFG Wealth Management Services »

iShares Lehman Aggregate Bond shares owned by CFG Wealth Management Services

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

Historical chart of CFG Wealth Management Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CFG Wealth Management Services

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$2.5M	25k	99.27
2025-12-31	$2.5M	25k	99.88

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)

Schwab International Equity Etf Uie (SCHF)

Schwab U.s. Broad Marketetf Uie (SCHB)

Invesco S&p 500 Low Volatility Etf Uie (SPLV)

Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)

Schwab High Yield Bond Etf Uie (SCYB)

Schwab Emerging Markets Equity Etf Uie (SCHE)

Schwab Short-term U.s. Treasury Etf Uie (SCHO)

Schwab U.s. Small-cap Etf Uie (SCHA)

Schwab U.s. Large-cap Value Etf Uie (SCHV)

Schwab U.s. Mid-cap Etf Uie (SCHM)

Schwab U.s. Large-cap Growth Etf Uie (SCHG)

Spdr Bloomberg International Corporate Bond Etf Uie (IBND)

Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)

Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

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

Mercer Global Advisors

Morgan Stanley

Betterment

Northern Trust

Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond

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