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iShares Lehman Aggregate Bond shares owned by Central Valley Advisors

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

Historical chart of Central Valley 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 Central Valley 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 2.1k 97.94
2023-12-31 $203k 2.0k 99.26

More positions owned by Central Valley Advisors

Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Home Depot (HD)
Broadcom (AVGO)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)

View all positions for Central Valley Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond