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iShares Lehman Aggregate Bond shares owned by Legacy Wealth Management

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

Historical chart of Legacy 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 Legacy 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 Legacy Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 39k 101.27
2024-06-30 $3.9M 40k 97.07
2024-03-31 $3.7M 38k 97.94
2023-12-31 $3.7M 38k 99.25
2016-12-31 $88k 817 108.12

More positions owned by Legacy Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr 1000 Index Etf (SCHK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Legacy Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond