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iShares Lehman Aggregate Bond shares owned by Magnus Financial Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Magnus Financial Group from 13F filings

Historical chart of Magnus Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Magnus Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 3.1k 100.27
2025-06-30 $306k 3.1k 99.22
2025-03-31 $390k 3.9k 98.93
2024-12-31 $263k 2.7k 96.89
2024-09-30 $215k 2.1k 101.29

More positions owned by Magnus Financial Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for Magnus Financial Group

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