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iShares Lehman Aggregate Bond shares owned by CFS Investment Advisory Services

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

Historical chart of CFS Investment Advisory Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 73k 101.28
2024-06-30 $14M 139k 97.13
2023-09-30 $3.6M 39k 94.04
2023-06-30 $2.8M 29k 97.95
2023-03-31 $2.8M 28k 99.65
2022-03-31 $2.0k 225k 0.01

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for CFS Investment Advisory Services

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