Marshall Investment Management »

iShares Lehman Aggregate Bond shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment 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 Marshall Investment 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $35k 357 99.27

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Fidelity Covington Trust Enhanced Large (FELV)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
First Tr Exchange-traded Emerging Markets (FTHF)

View all positions for Marshall Investment Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond