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iShares Lehman Aggregate Bond shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth 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 Invera Wealth 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 Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 24k 100.25
2025-06-30 $2.4M 24k 99.20
2025-03-31 $2.3M 23k 98.92
2023-12-31 $1.2M 12k 99.25

More positions owned by Invera Wealth Advisors

Microsoft Corporation (MSFT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Apple (AAPL)
Ishares Tr Esg Msci Usa Etf (USXF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awre Usd Etf (SUSC)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
TJX Companies (TJX)

View all positions for Invera Wealth 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