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iShares Lehman Aggregate Bond shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial 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 DHJJ Financial 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $86k 881 97.89
2023-12-31 $101k 1.0k 99.25
2023-09-30 $96k 1.0k 94.05
2021-06-30 $204k 1.8k 115.32

More positions owned by DHJJ Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for DHJJ Financial Advisors

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