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iShares Lehman Aggregate Bond shares owned by FDx Advisors

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

Historical chart of FDx Advisors investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by FDx 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 FDx Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 88k 100.54
2025-06-30 $8.9M 90k 99.20
2025-03-31 $9.0M 92k 98.92
2024-12-31 $9.7M 100k 96.90
2024-09-30 $10M 101k 101.27
2024-06-30 $11M 110k 97.07
2024-03-31 $11M 113k 97.94
2023-09-30 $12M 125k 94.04
2023-06-30 $13M 137k 97.95
2023-03-31 $20M 201k 96.99
2022-12-31 $20M 201k 96.99
2022-09-30 $20M 209k 96.34
2022-06-30 $23M 229k 101.68
2022-03-31 $25M 232k 107.10
2021-12-31 $28M 244k 114.08
2021-09-30 $30M 261k 114.83
2021-06-30 $31M 266k 115.33
2021-03-31 $273k 31k 8.79
2020-12-31 $31M 261k 118.19
2020-09-30 $35M 292k 118.06
2020-06-30 $39M 334k 118.21
2020-03-31 $940k 25k 38.38
2019-12-31 $42M 372k 112.37
2019-09-30 $52M 455k 113.17
2019-06-30 $64M 579k 111.35
2019-03-31 $65M 600k 109.07
2018-12-31 $67M 629k 106.49
2018-09-30 $64M 603k 105.52
2018-06-30 $68M 641k 106.32
2018-03-31 $100M 934k 107.25
2017-12-31 $108M 990k 109.33
2017-09-30 $107M 976k 109.59
2017-06-30 $107M 977k 109.51
2017-03-31 $95M 871k 108.49
2016-12-31 $124M 1.2M 108.06
2016-09-30 $86M 767k 112.42
2016-06-30 $96M 854k 112.61
2016-03-31 $76M 688k 110.83
2015-12-31 $81M 748k 108.01
2015-09-30 $5.4M 50k 109.58
2015-06-30 $65M 598k 108.78
2015-03-31 $5.2M 584k 8.97
2014-12-31 $47M 428k 110.13
2014-09-30 $31M 284k 109.11
2014-06-30 $23M 212k 109.40
2014-03-31 $14M 132k 107.91
2013-12-31 $8.5M 80k 106.43
2013-09-30 $2.2M 21k 107.20
2013-06-30 $670k 6.2k 107.23

More positions owned by FDx Advisors

Vanguard Bd Index Fds Total Bnd Mrkt Etf (BND)
Ishares Tr Core Msci Intl Etf (IDEV)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Ishares Inc Core Msci Emkt Etp (IEMG)
Schwab Strategic Tr Us Tips Etf Etf (SCHP)
Ishares Tr Rus 1000 Val Etf Etf (IWD)
Ishares Tr Mbs Etf Etf (MBB)
Ishares Tr Core S P Scp Etf Etf (IJR)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Spdr Series Trust Prtflo S P500 Gw Etf (SPYG)
Ishares Tr Core S P500 Etf Etf (IVV)
J P Morgan Exchange Traded F Us Qualty Fctr Etf (JQUA)
Ishares Tr Core Msci Eafe Etf (IEFA)
Vanguard World Fd Mega Cap Index Etf (MGC)
Spdr Series Trust Portfolio Intrmd Etf (SPIB)

View all positions for FDx 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