Avestar Capital »

iShares Lehman Aggregate Bond shares owned by Avestar Capital

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Avestar Capital from 13F filings

Historical chart of Avestar Capital investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Avestar Capital 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 Avestar Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $284k 2.9k 97.07
2024-03-31 $287k 2.9k 97.94
2023-12-31 $397k 4.0k 99.25
2019-06-30 $50k 452 110.62
2019-03-31 $49k 452 108.41
2018-12-31 $48k 452 106.19
2018-09-30 $47k 452 103.98
2018-06-30 $123k 1.2k 106.19
2018-03-31 $48k 452 106.19
2017-12-31 $143k 1.3k 109.18

More positions owned by Avestar Capital

Alphabet Cap Stk Cl C Put Option (GOOG)
Apple Call Option (AAPL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Blackrock Ultra (ICSH)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Arista Networks (ANET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Powershares Actively Managed Ultra Shrt Dur (GSY)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Avestar Capital

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond