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iShares Lehman Aggregate Bond shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $372k 3.7k 100.38
2025-06-30 $325k 3.3k 99.30
2023-12-31 $201k 2.0k 99.25

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Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

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