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iShares Lehman Aggregate Bond shares owned by Affiance Financial

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

Historical chart of Affiance Financial investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $51M 523k 97.94
2023-12-31 $49M 489k 99.25
2023-09-30 $2.5M 27k 94.04
2023-06-30 $2.0M 21k 97.95
2023-03-31 $831k 8.3k 99.64
2022-12-31 $7.0k 72 96.99
2022-09-30 $7.0k 72 97.22
2020-03-31 $0 4 0.00

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)

View all positions for Affiance Financial

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