Level Financial Advisors »

iShares Lehman Aggregate Bond shares owned by Level Financial Advisors

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

Historical chart of Level Financial 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 Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $756k 7.6k 99.88
2025-09-30 $759k 7.6k 100.25
2025-06-30 $751k 7.6k 99.20
2025-03-31 $749k 7.6k 98.92
2023-06-30 $15k 150 97.95
2022-09-30 $31k 322 96.27
2022-06-30 $33k 322 102.48
2021-12-31 $20k 174 114.94

More positions owned by Level Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Level Financial Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond