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iShares Lehman Aggregate Bond shares owned by Legacy Edge Advisors

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

Historical chart of Legacy Edge 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 Legacy Edge 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 Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2M 22k 98.98
2026-03-31 $2.2M 23k 99.27
2025-12-31 $4.6M 46k 99.88
2025-09-30 $4.2M 42k 100.25
2025-06-30 $2.2M 22k 99.20
2025-03-31 $824k 8.3k 98.92
2024-12-31 $818k 8.4k 97.02
2023-12-31 $337k 3.4k 99.25

More positions owned by Legacy Edge Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishares Semicdtr (SOXX)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Legacy Edge Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond