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iShares Lehman Aggregate Bond shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management 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 Advocacy Wealth Management 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 Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $703k 7.2k 97.94
2023-12-31 $640k 6.5k 99.25
2023-09-30 $634k 6.7k 94.04
2023-06-30 $664k 6.8k 97.95
2023-03-31 $668k 6.7k 99.64
2022-12-31 $641k 6.6k 96.99
2022-09-30 $643k 6.7k 96.62
2022-06-30 $933k 9.2k 101.63
2022-03-31 $2.0M 19k 106.76
2021-12-31 $2.5M 22k 114.07
2021-09-30 $2.7M 24k 114.83
2021-06-30 $2.8M 24k 115.35
2021-03-31 $3.6M 32k 114.01
2020-12-31 $143M 1.2M 118.19
2020-09-30 $129M 1.1M 118.02
2020-06-30 $94M 794k 118.21
2020-03-31 $65M 570k 114.73
2019-12-31 $42M 375k 112.37
2019-09-30 $126k 1.1k 113.62
2017-12-31 $5.0k 50 100.00
2017-09-30 $42k 380 110.53
2017-06-30 $5.9M 54k 109.51
2017-03-31 $7.6M 70k 108.49
2016-12-31 $55M 508k 108.06
2016-09-30 $18M 160k 112.42
2016-06-30 $12M 107k 112.52
2016-03-31 $6.4M 58k 110.83
2013-06-30 $18k 172 104.65
2013-03-31 $19k 172 110.47

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Angel Oak Funds Trust Income Etf (CARY)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advocacy Wealth Management Services

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