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iShares Lehman Aggregate Bond shares owned by Financial Advisory

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

Historical chart of Financial Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 30k 97.94
2023-09-30 $4.2M 44k 94.04
2023-06-30 $7.4M 75k 97.95
2023-03-31 $6.0M 60k 99.64
2022-12-31 $5.9M 61k 97.00

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Ishares Tr Core S&p Mcp Etf (IJH)
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View all positions for Financial Advisory

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