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Merkkuri Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Merkkuri Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$3.3M	32k	101.27
2024-06-30	$2.7M	28k	97.07

More positions owned by Merkkuri Wealth Advisors

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Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)

Ishares Trust Core Msci Eafe Etf Equities (IEFA)

Invesco Qqq Tr Unit Ser 1 Equities (QQQ)

Fidelity Total Bond Etf Equities (FBND)

Ishares Core S&p Us Growth Etf Equities (IUSG)

Ishares Core S&p 500 Etf Equities (IVV)

Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)

J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)

Nvidia Corporation Equities (NVDA)

Ishares Core Us Aggregate Bond Etf Equities (AGG)

Ishares Core S&p Mid-cap Etf Equities (IJH)

Ishares Tr Core Total Usd Equities (IUSB)

Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates

Wells Fargo & Company

Envestnet Asset Management

Bank of America Corporation

Goldman Sachs Group

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

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