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iShares Lehman Aggregate Bond shares owned by Crux Wealth Advisors

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

Historical chart of Crux Wealth 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 Crux Wealth 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 Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $884k 8.9k 99.88
2025-09-30 $1.5M 15k 100.25
2025-06-30 $1.7M 17k 99.20

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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
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View all positions for Crux Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond