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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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Avestar Capital

Quarter filed Position value Share count Share price at filing
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

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Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Microsoft Corporation Put Option (MSFT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Avestar Capital

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