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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
2024-03-31 $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)
Ishares Tr Intl Div Grwth (IGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Principal Exchange Traded Active High Yl (YLD)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)

View all positions for AJ Advisors

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