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iShares Lehman Aggregate Bond shares owned by Arbor Trust Wealth Advisors

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

Historical chart of Arbor Trust 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 Arbor Trust 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 Arbor Trust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 35k 95.76
2023-12-31 $2.9M 29k 99.25
2023-09-30 $2.3M 25k 94.04
2023-06-30 $1.5M 16k 97.95

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View all positions for Arbor Trust Wealth 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