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iShares Lehman Aggregate Bond shares owned by Forteris Wealth Management

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

Historical chart of Forteris Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Forteris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 38k 99.88

More positions owned by Forteris Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
Meta Platforms Cl A (META)
Applied Materials (AMAT)
Eli Lilly & Co. (LLY)

View all positions for Forteris Wealth Management

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
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