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iShares Lehman Aggregate Bond shares owned by Northwest Financial Advisors

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

Historical chart of Northwest Financial 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 Northwest Financial 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 Northwest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $348k 3.6k 97.94
2023-12-31 $107k 1.1k 99.25

More positions owned by Northwest Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Lpl Financial Holdings (LPLA)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Johnson & Johnson (JNJ)
Meta Platforms Cl A (META)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Northwest Financial Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond