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iShares Lehman Aggregate Bond shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 100.25
2025-06-30 $843k 8.5k 99.20
2025-03-31 $231k 2.3k 98.92

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View all positions for Advyzon Investment Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond