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iShares Lehman Aggregate Bond shares owned by Maxele Advisors

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

Historical chart of Maxele 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 Maxele 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 Maxele Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.1M 31k 99.20
2025-03-31 $3.1M 31k 98.92
2024-12-31 $3.0M 31k 96.90
2022-09-30 $2.7M 28k 96.34
2022-06-30 $3.0M 29k 101.68
2022-03-31 $3.7M 34k 107.10
2021-12-31 $5.4M 47k 114.08

More positions owned by Maxele Advisors

First Tr Exchange-traded SHS (QTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Indl (XLI)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ishares Semicdtr (SOXX)
Fidelity Covington Trust Msci Energy Idx (FENY)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Maxele 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