RMG Wealth Management »

iShares Lehman Aggregate Bond shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth 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 RMG Wealth Management 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $115k 2.8k 40.68

More positions owned by RMG Wealth Management

Schwab Fundamntl Intrnl Eqt Etf Etf (SCHA)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf
St Stret Spdr Bbrg Srt Trm Hg Yd Etf Etf (SPTM)
Invsc Sp 500 Equal Weight Tech Etf Etf (SPMO)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Etf
Charles Schwab Us Mc Etf Etf (SCHE)
Ishares Floating Rate Bond Etf Etf (MXI)
St Srt Spdr Prtfl Intdt Trm C Etf Iv Etf
Schwab Us Dividend Equity Etf Etf (SCHX)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
St Srt Spdr Prtfl L T Crprt B Etf Iv Etf (SJNK)
Lockheed Martin Corporation (LMT)

View all positions for RMG Wealth Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond