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iShares Lehman Aggregate Bond shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial 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 OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 4.0k 97.97
2023-12-31 $978k 9.9k 99.25
2023-09-30 $294k 3.1k 94.14
2023-03-31 $418k 4.2k 99.71
2022-12-31 $609k 6.3k 96.93
2022-03-31 $589k 5.5k 107.01
2020-03-31 $295k 2.6k 115.60
2019-06-30 $299k 2.7k 111.36

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

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