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iShares Lehman Aggregate Bond shares owned by Innovative Asset Advisors Group

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

Historical chart of Innovative Asset Advisors Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Innovative Asset Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Innovative Asset Advisors Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 2.2k 99.27

More positions owned by Innovative Asset Advisors Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Inc Cap Stk Cl C CL C (GOOG)
Broadcom (AVGO)
Spdr Gold Shares Etf (GLD)
Nebius Group N.v. Shs Class A Cl A (NBIS)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Raytheon Technologies Corp (RTX)
Palantir Technologies Inc Cl A Cl A (PLTR)
Berkshire Hathaway Inc Del Cl B CL B (BRK.B)
Vanguard S&p 500 Etf Etf (VOO)
Exxon Mobil Corporation (XOM)

View all positions for Innovative Asset Advisors Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Us Bancorp
Mercer Global Advisors
Morgan Stanley
Betterment
Northern Trust
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
Creative Planning

View all funds holding iShares Lehman Aggregate Bond