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iShares Lehman Aggregate Bond shares owned by AJ Advisors

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

Historical chart of AJ Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by AJ Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.6M 89k 96.90
2024-09-30 $8.9M 87k 101.27
2024-06-30 $8.6M 88k 97.07
2024-03-31 $8.4M 85k 97.94
2023-12-31 $8.5M 85k 99.25
2023-09-30 $7.6M 80k 94.04
2023-06-30 $11M 109k 97.95
2023-03-31 $11M 110k 99.64
2022-12-31 $10M 107k 96.99

More positions owned by AJ Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Intl Div Grwth (IGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Pgim Etf Tr Total Return Bon (PTRB)
Ishares Tr Ishares Semicdtr (SOXX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for AJ Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond