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iShares Lehman Aggregate Bond shares owned by IFS Advisors

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

Historical chart of IFS 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 IFS 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 IFS Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 39k 100.25
2022-06-30 $4.0k 48 83.33
2022-03-31 $15k 146 102.74
2021-12-31 $390k 3.4k 113.94
2021-09-30 $419k 3.7k 114.70
2021-06-30 $888k 7.7k 115.22
2021-03-31 $884k 7.8k 113.83
2020-12-31 $2.0k 23 86.96

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Schwab U.s. Small-cap Etf Etf (SCHA)

View all positions for IFS 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