Financial Advisory »

iShares Lehman Aggregate Bond shares owned by Financial Advisory

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

Historical chart of Financial Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Financial Advisory 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 Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.2M 44k 94.04
2023-06-30 $7.4M 75k 97.95
2023-03-31 $6.0M 60k 99.64
2022-12-31 $5.9M 61k 97.00

More positions owned by Financial Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dbx Etf Tr Xtrak Msci Eafe (DBEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)
Spdr Sp Midcap 400 Etf Tr Utser1 Spdcrp (MDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Powershs Qqq Trust Ser 1 Unit Ser 1

View all positions for Financial Advisory

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond