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iShares Lehman Aggregate Bond shares owned by CJM Wealth Advisers

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

Historical chart of CJM Wealth Advisers investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CJM Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $764k 7.6k 100.25
2025-06-30 $295k 3.0k 99.20
2025-03-31 $294k 3.0k 98.92
2024-12-31 $288k 3.0k 96.90
2024-09-30 $301k 3.0k 101.27

More positions owned by CJM Wealth Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
International Business Machines (IBM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Microsoft Corporation (MSFT)

View all positions for CJM Wealth Advisers

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