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iShares Lehman Aggregate Bond shares owned by Alliance Wealth Advisors

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

Historical chart of Alliance Wealth 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 Alliance Wealth 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 Alliance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 100.25
2025-06-30 $918k 9.3k 99.20
2025-03-31 $556k 5.6k 98.92
2024-12-31 $366k 3.8k 96.90