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iShares Lehman Aggregate Bond shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. investment in iShares Lehman Aggregate Bond

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 317 100.25
2025-06-30 $31k 317 99.20
2025-03-31 $31k 317 98.92
2024-12-31 $31k 317 96.90

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View all positions for Consultiva Wealth Management, Corp.

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
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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