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iShares Lehman Aggregate Bond shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 18k 97.94
2023-12-31 $529k 5.3k 99.33

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Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi

View all funds holding iShares Lehman Aggregate Bond