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iShares Lehman Aggregate Bond shares owned by Cerity Partners Retirement Plan Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Cerity Partners Retirement Plan Advisors from 13F filings

Historical chart of Cerity Partners Retirement Plan 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 Cerity Partners Retirement Plan 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 Cerity Partners Retirement Plan Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.5M 35k 98.98

More positions owned by Cerity Partners Retirement Plan Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Index Shs Fds St Str Acwi Etf (CWI)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Ishares Tr Core 80 20 Etf (AOA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Cerity Partners Retirement Plan Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond