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iShares Lehman Aggregate Bond shares owned by Acorn Financial Advisory Services

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

Historical chart of Acorn Financial Advisory 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 Acorn Financial Advisory 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 Acorn Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 234k 99.25
2023-09-30 $17M 175k 94.04
2023-06-30 $16M 158k 97.95
2023-03-31 $15M 154k 99.64

More positions owned by Acorn Financial Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
RBB Us Trsry 6 Mnth (XBIL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)

View all positions for Acorn Financial Advisory 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