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iShares Lehman Aggregate Bond shares owned by Forefront Wealth Partners

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

Historical chart of Forefront Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 187k 100.25
2025-06-30 $10M 105k 96.94

More positions owned by Forefront Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Jpmorgan Usd Emg (EMB)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Ftse Int Gvt Etf (WIP)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Vanguard World Extended Dur (EDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Mbs Etf (MBB)

View all positions for Forefront Wealth Partners

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