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iShares Lehman Aggregate Bond shares owned by Ally Invest Advisors

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

Historical chart of Ally Invest 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 Ally Invest 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 Ally Invest Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.6M 70k 94.04
2023-06-30 $4.5M 46k 97.95
2023-03-31 $3.3M 34k 99.64
2022-12-31 $1.9M 20k 96.99
2022-09-30 $1.2M 12k 96.32
2022-06-30 $252k 2.5k 101.69

More positions owned by Ally Invest Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax Managed Intl Fd Ftse Dev Mkt Etf (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Ishares Tr Barclays 7 10 Yr (IEF)
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)
Ishares Tr Intrm Tr Crp Etf (IGIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Esg Msci Usa Etf (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Esg Msci Eafe (ESGD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Ally Invest 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