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iShares Lehman Aggregate Bond shares owned by Level Wealth Management

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

Historical chart of Level 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 Level 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 Level Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.1M 22k 94.54

More positions owned by Level Wealth Management

Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Level Wealth Management

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
Northern Trust
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial
Ameriprise Financial
Mariner Wealth Advisors

View all funds holding iShares Lehman Aggregate Bond