Alliance Wealth Management »

iShares Lehman Aggregate Bond shares owned by Alliance Wealth Management

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

Historical chart of Alliance Wealth 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 Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Alliance Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 142k 100.25
2025-06-30 $11M 111k 99.20
2025-03-31 $11M 115k 98.92
2024-12-31 $10M 107k 96.90
2024-09-30 $9.2M 91k 101.27
2024-06-30 $7.6M 78k 97.07
2024-03-31 $6.7M 68k 97.94
2023-12-31 $5.9M 60k 99.25
2023-06-30 $4.8M 49k 97.95
2023-03-31 $4.2M 42k 99.64
2022-12-31 $3.6M 37k 96.99
2022-09-30 $3.6M 37k 96.35
2022-06-30 $3.6M 36k 101.67
2022-03-31 $3.3M 31k 107.10
2021-12-31 $3.1M 28k 114.04
2021-09-30 $2.9M 25k 114.82
2021-06-30 $2.5M 22k 115.34
2021-03-31 $859k 7.5k 113.91
2020-12-31 $830k 7.0k 118.13
2020-09-30 $919k 7.8k 118.06
2020-06-30 $873k 7.4k 118.39
2020-03-31 $895k 7.7k 115.68
2019-12-31 $820k 7.3k 112.71
2019-09-30 $821k 7.3k 112.90
2019-06-30 $664k 6.0k 111.41
2019-03-31 $762k 7.0k 109.06
2018-12-31 $639k 6.0k 106.55
2017-12-31 $465k 4.3k 108.92
2017-09-30 $11M 103k 109.53
2017-06-30 $5.8M 53k 109.40
2017-03-31 $5.9M 54k 108.72
2016-12-31 $235k 2.2k 108.65
2016-09-30 $320k 2.8k 113.35
2015-12-31 $4.8M 45k 108.02

More positions owned by Alliance Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Alliance Wealth 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