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iShares Lehman Aggregate Bond shares owned by MN Wealth Advisors

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

Historical chart of MN 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 MN 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 MN Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 33k 101.27
2024-06-30 $541k 5.6k 97.08
2024-03-31 $580k 5.9k 97.95

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Avantis U.s. Equity Etf Etf (AVUS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Income Etf Etf (JPIE)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Apple Stock (AAPL)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for MN Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond