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iShares Lehman Aggregate Bond shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Financial Advisory Service 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 Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $751k 7.6k 99.25
2023-09-30 $483k 5.1k 94.05
2023-06-30 $554k 5.7k 97.95
2023-03-31 $667k 6.7k 99.65
2022-12-31 $1.3M 13k 96.99
2022-09-30 $1.8M 19k 96.32
2022-06-30 $2.0M 20k 101.70
2022-03-31 $1.2M 11k 107.08
2021-12-31 $1.5M 13k 114.07
2021-09-30 $2.1M 18k 114.81
2021-06-30 $2.2M 19k 115.31
2021-03-31 $2.3M 20k 113.85
2020-12-31 $2.2M 18k 118.21
2020-09-30 $3.6M 31k 118.06
2020-06-30 $4.1M 35k 118.21
2020-03-31 $4.4M 38k 115.36
2019-12-31 $4.4M 39k 112.38
2019-09-30 $4.5M 40k 113.18
2019-06-30 $4.5M 41k 111.36
2019-03-31 $5.1M 47k 109.07
2018-12-31 $5.5M 52k 106.48
2018-09-30 $6.1M 58k 105.51
2018-06-30 $6.8M 64k 106.32
2018-03-31 $8.5M 79k 107.25
2017-12-31 $11M 99k 109.33
2017-09-30 $11M 101k 109.59
2017-06-30 $12M 110k 109.51
2017-03-31 $13M 123k 108.49
2016-12-31 $40M 369k 108.06
2016-09-30 $43M 378k 112.42
2016-06-30 $45M 401k 112.61
2016-03-31 $45M 404k 110.82
2015-12-31 $1.8M 17k 108.02
2015-09-30 $1.0M 9.5k 109.54
2015-06-30 $908k 8.3k 108.81
2015-03-31 $430k 3.9k 111.51
2014-12-31 $232k 2.1k 110.21
2014-06-30 $717k 6.6k 109.33
2014-03-31 $271k 2.5k 107.97
2013-12-31 $519k 4.9k 106.51

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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