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iShares Lehman Aggregate Bond shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 39k 94.04
2023-06-30 $2.8M 29k 97.95
2023-03-31 $2.8M 28k 99.65
2022-03-31 $2.0k 225k 0.01

More positions owned by CFS Investment Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for CFS Investment Advisory Services

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond