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iShares Lehman Aggregate Bond shares owned by Florida Financial Advisors

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

Historical chart of Florida 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 Florida 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 Florida Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 3.3k 100.28
2025-06-30 $855k 8.6k 99.19
2025-03-31 $897k 9.1k 98.92
2024-12-31 $729k 7.5k 96.90
2024-09-30 $694k 6.9k 101.27
2024-06-30 $201k 2.1k 97.07

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Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Index (MGC)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Florida Financial 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