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iShares Lehman Aggregate Bond shares owned by Meramec Financial Planners

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

Historical chart of Meramec Financial Planners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Meramec Financial Planners

Quarter filed Position value Share count Share price at filing
2026-06-30 $63k 645 97.64
2026-03-31 $27k 272 99.83
2025-12-31 $27k 266 99.99

More positions owned by Meramec Financial Planners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Meramec Financial Planners

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
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning
LPL Financial

View all funds holding iShares Lehman Aggregate Bond