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iShares Lehman Aggregate Bond shares owned by LVZ Advisors

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

Historical chart of LVZ 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 LVZ 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 295k 101.27
2024-06-30 $30M 305k 97.07
2024-03-31 $29M 295k 97.94
2023-12-31 $28M 279k 99.25
2023-09-30 $27M 284k 94.04
2023-06-30 $29M 298k 97.95
2023-03-31 $30M 299k 99.64
2022-12-31 $28M 286k 96.99
2022-09-30 $28M 292k 96.34
2022-06-30 $30M 298k 101.68
2022-03-31 $33M 304k 107.10
2021-12-31 $34M 297k 114.08
2021-09-30 $33M 289k 114.83
2021-06-30 $32M 281k 115.33
2021-03-31 $54M 477k 113.83
2020-12-31 $51M 428k 118.19
2020-09-30 $47M 397k 118.06
2020-06-30 $45M 381k 118.21
2020-03-31 $44M 381k 115.37
2019-12-31 $42M 373k 112.37
2019-09-30 $41M 361k 113.17
2019-06-30 $1.6M 14k 111.32
2019-03-31 $1.6M 15k 109.09
2018-12-31 $1.4M 13k 106.47
2018-09-30 $1.3M 12k 104.70
2018-06-30 $1.3M 12k 106.33
2018-03-31 $1.4M 13k 107.24
2017-12-31 $1.4M 13k 109.34
2017-09-30 $1.3M 12k 109.55
2017-06-30 $3.1M 28k 109.49
2017-03-31 $2.8M 26k 108.50
2016-12-31 $1.6M 15k 108.05
2016-09-30 $1.3M 12k 112.39
2016-06-30 $1.3M 12k 112.64
2016-03-31 $1.3M 12k 110.81
2015-12-31 $1.3M 12k 108.03
2015-09-30 $1.4M 12k 109.59
2015-06-30 $1.5M 14k 108.58
2015-03-31 $1.6M 14k 111.41
2014-12-31 $1.4M 13k 110.14

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for LVZ Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond