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iShares Lehman Aggregate Bond shares owned by Aventus Investment Advisors

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

Historical chart of Aventus Investment 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 Aventus Investment 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 Aventus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 88k 100.25
2025-06-30 $8.6M 86k 99.20

More positions owned by Aventus Investment Advisors

Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Financial Select Sector Spdr Fund Etf (XLF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Health Care Select Sector Spdr Fund Etf (XLV)
Ishares Core High Dividend Etf Etf (HDV)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Aventus Investment Advisors

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