Nicolet Advisory Services »

iShares Lehman Aggregate Bond shares owned by Nicolet Advisory Services

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Nicolet Advisory Services from 13F filings

Historical chart of Nicolet Advisory Services investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Nicolet Advisory Services 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 Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $298k 3.0k 100.61
2024-03-31 $286k 2.9k 96.92
2023-06-30 $297k 3.1k 96.51
2023-03-31 $300k 3.0k 100.44

More positions owned by Nicolet Advisory Services

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

View all positions for Nicolet Advisory Services

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co
Charles Schwab Investment Management
First Citizens Bank & Trust
WealthNavi
Northwestern Mutual Wealth Management Company

View all funds holding iShares Lehman Aggregate Bond