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iShares Lehman Aggregate Bond shares owned by Genesee Capital Advisors

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

Historical chart of Genesee Capital 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 Genesee Capital 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 Genesee Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 10k 99.88
2025-09-30 $797k 7.9k 100.25
2025-06-30 $819k 8.3k 99.21
2025-03-31 $809k 8.2k 98.92
2024-12-31 $784k 8.1k 96.90
2021-06-30 $193k 1.7k 115.50
2019-03-31 $27k 252 107.14

More positions owned by Genesee Capital Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
First Tr Exchange-traded A Com Shs (FYX)
Spdr Series Trust State Street Spd (SPYD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Genesee Capital 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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond