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iShares Lehman Aggregate Bond shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Managment 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 Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 4.0k 100.25
2025-06-30 $446k 4.5k 99.21
2025-03-31 $11k 115 98.92
2024-09-30 $8.3k 85 97.69

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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