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iShares Lehman Aggregate Bond shares owned by Geller Family Office Services

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

Historical chart of Geller Family Office 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 Geller Family Office 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 Geller Family Office Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 318k 101.27
2024-06-30 $29M 298k 97.07
2024-03-31 $25M 258k 97.94
2023-12-31 $24M 241k 99.25
2023-09-30 $22M 234k 94.04

More positions owned by Geller Family Office Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)

View all positions for Geller Family Office Services

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