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iShares Lehman Aggregate Bond shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 118k 101.27
2024-06-30 $11M 111k 97.07
2024-03-31 $11M 108k 97.94
2023-12-31 $9.5M 96k 99.25
2023-09-30 $4.1M 44k 94.04
2023-06-30 $3.3M 34k 97.95
2023-03-31 $3.3M 33k 99.64

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Cardinal Health (CAH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Prudential Financial (PRU)
Proshares Tr S&p Mdcp 400 Div (REGL)
Raytheon Technologies Corp (RTX)

View all positions for LMG Wealth Partners

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