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iShares Lehman Aggregate Bond shares owned by Invst

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

Historical chart of Invst investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Invst

Quarter filed Position value Share count Share price at filing
2025-06-30 $265k 2.7k 99.22
2024-12-31 $251k 2.6k 96.89
2024-09-30 $395k 3.9k 101.27
2024-06-30 $681k 7.1k 96.25
2024-03-31 $873k 9.0k 96.94
2023-12-31 $1.1M 11k 98.16
2023-09-30 $1.6M 17k 94.04
2023-06-30 $606k 6.2k 97.95

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

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