MBM Wealth Consultants »

iShares Lehman Aggregate Bond shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 139 99.58

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

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