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Forum Finance Group »

iShares Lehman Aggregate Bond shares owned by Forum Finance Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Forum Finance Group from 13F filings

Historical chart of Forum Finance Group investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Forum Finance Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Forum Finance Group

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$70k	880	79.55

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Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L

Raymond James Financial

Bank of America Corporation

Wells Fargo & Company

Envestnet Asset Management

Mercer Global Advisors

Cetera Investment Advisers

Ameriprise Financial

Goldman Sachs Group

Creative Planning

View all funds holding iShares Lehman Aggregate Bond

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