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iShares Lehman Aggregate Bond shares owned by Diversify Advisory Services

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

Historical chart of Diversify 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 Diversify 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 30k 98.85
2024-06-30 $865k 8.9k 97.52
2024-03-31 $1.1M 11k 96.94

More positions owned by Diversify Advisory Services

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci India Etf (INDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)

View all positions for Diversify Advisory Services

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co
Charles Schwab Investment Management
First Citizens Bank & Trust
WealthNavi
Northwestern Mutual Wealth Management Company

View all funds holding iShares Lehman Aggregate Bond