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iShares Lehman Aggregate Bond shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $59M 589k 100.25
2025-06-30 $58M 588k 99.21
2025-03-31 $54M 546k 98.91
2024-12-31 $57M 592k 96.90
2024-09-30 $65M 644k 101.27
2024-06-30 $74M 761k 97.07
2024-03-31 $83M 850k 97.94
2023-12-31 $90M 905k 99.25
2023-09-30 $99M 1.1M 94.04
2023-06-30 $111M 1.1M 97.95
2023-03-31 $112M 1.1M 99.64
2022-12-31 $5.8M 60k 96.99
2022-09-30 $921k 9.6k 96.25
2022-06-30 $1.1M 11k 101.60
2022-03-31 $1.3M 12k 107.05
2021-12-31 $1.5M 13k 114.01
2021-09-30 $1.5M 13k 114.82
2021-06-30 $1.7M 15k 115.35
2021-03-31 $2.3M 20k 113.82
2020-12-31 $2.6M 22k 118.18
2020-09-30 $3.4M 29k 118.05
2020-06-30 $5.3M 45k 118.22
2020-03-31 $2.3M 20k 115.35
2019-12-31 $2.8M 25k 112.35
2019-09-30 $2.0M 18k 113.17
2019-06-30 $950k 8.5k 111.32
2019-03-31 $690k 6.3k 108.92
2018-03-31 $228k 2.1k 106.84
2017-12-31 $242k 2.2k 109.21
2017-09-30 $262k 2.4k 109.12
2017-06-30 $347k 3.2k 109.43
2017-03-31 $332k 3.1k 108.64
2016-12-31 $665k 6.2k 108.08
2016-09-30 $445k 4.0k 112.52
2016-06-30 $303k 2.7k 112.60

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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido 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