Marquette Asset Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Marquette Asset Management

Quarter filed Position value Share count Share price at filing
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)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr S&p Kensho New (KOMP)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Dow Jones Select Mi Com Shs Annual (FDM)

View all positions for Marquette Asset Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond