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iShares Lehman Aggregate Bond shares owned by Alpha Financial Partners

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

Historical chart of Alpha Financial Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Alpha Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 128k 97.94
2023-12-31 $12M 121k 99.25
2023-09-30 $5.1M 54k 94.04
2023-06-30 $4.4M 44k 97.95

More positions owned by Alpha Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Alpha Financial Partners

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