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Alpha Financial Advisors »

iShares Lehman Aggregate Bond shares owned by Alpha Financial Advisors

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

Historical chart of Alpha Financial 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 Alpha Financial 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 Alpha Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$532k	5.4k	97.95
2023-12-31	$478k	4.8k	99.26
2023-09-30	$442k	4.7k	94.04
2023-06-30	$447k	4.6k	97.96
2023-03-31	$426k	4.3k	99.63
2022-12-31	$382k	3.9k	96.99

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Ishares Tr Exponential Tech (XT)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

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Vanguard Scottsdale Fds Long Term Treas (VGLT)

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Dimensional Etf Trust Core Fixed Incom (DFCF)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust World Ex Us Core (DFAX)

Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Alpha Financial Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates

Wells Fargo & Company

Bank of America Corporation

Envestnet Asset Management

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

Creative Planning

Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond

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