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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
2024-03-31 $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)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
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)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond