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iShares Lehman Aggregate Bond shares owned by Invst

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

Historical chart of Invst investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Invst

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 11k 98.16
2023-09-30 $1.6M 17k 94.04
2023-06-30 $606k 6.2k 97.95

More positions owned by Invst

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Invst

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