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iShares Lehman Aggregate Bond shares owned by Denali Advisors

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

Historical chart of Denali 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 Denali 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 Denali Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 26k 100.25
2025-06-30 $2.9M 29k 99.20
2025-03-31 $3.1M 32k 98.92
2024-12-31 $3.0M 31k 96.90
2024-09-30 $2.2M 22k 101.27

More positions owned by Denali Advisors

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Robinhood Mkts Com Cl A (HOOD)
Netflix (NFLX)
Broadcom (AVGO)
Tesla Motors (TSLA)
Palantir Technologies Cl A (PLTR)
At&t (T)
Oracle Corporation (ORCL)
Ares Capital Corporation (ARCC)
Wal-Mart Stores (WMT)

View all positions for Denali 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