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iShares Lehman Aggregate Bond shares owned by Marquette Asset Management

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

Historical chart of Marquette Asset 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 Marquette Asset 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 Marquette Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $42M 411k 101.27
2024-06-30 $38M 393k 97.07
2024-03-31 $38M 384k 97.94
2023-12-31 $37M 377k 99.25
2022-03-31 $942k 8.8k 107.16
2021-12-31 $1.1M 9.5k 114.12
2021-09-30 $1.1M 9.5k 114.85
2021-06-30 $1.1M 9.5k 115.28
2021-03-31 $1.1M 9.3k 113.78
2020-12-31 $1.1M 9.4k 118.14
2020-09-30 $1.5M 13k 118.08
2020-06-30 $1.6M 14k 118.23
2020-03-31 $1.6M 14k 115.35
2019-12-31 $1.6M 14k 112.35
2019-09-30 $1.8M 16k 113.19
2019-06-30 $1.9M 17k 111.33
2019-03-31 $1.9M 17k 109.06
2018-12-31 $1.9M 18k 106.48
2018-09-30 $2.4M 23k 105.52
2018-06-30 $2.4M 23k 106.31
2018-03-31 $2.5M 23k 107.24
2017-12-31 $2.9M 27k 109.33
2017-09-30 $2.9M 27k 109.59
2017-06-30 $2.9M 26k 109.51
2017-03-31 $2.9M 26k 108.48
2016-12-31 $2.9M 27k 108.04
2016-09-30 $3.0M 27k 112.43
2016-06-30 $3.5M 31k 112.62
2016-03-31 $3.5M 32k 110.83
2015-12-31 $4.8M 44k 108.02
2015-09-30 $4.9M 45k 109.58
2015-06-30 $5.3M 49k 108.78
2015-03-31 $5.8M 52k 111.42
2014-12-31 $5.7M 52k 110.11
2014-09-30 $5.6M 51k 109.10
2014-06-30 $5.7M 52k 109.41
2014-03-31 $5.7M 53k 107.92
2013-12-31 $5.7M 54k 106.43
2013-09-30 $5.9M 55k 107.20
2013-06-30 $6.3M 59k 107.21

More positions owned by Marquette Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Marquette Asset Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond