PFW Advisors »

iShares Lehman Aggregate Bond shares owned by PFW Advisors

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

Historical chart of PFW 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 PFW Advisors 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 PFW Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.4M 66k 97.07
2024-03-31 $6.6M 68k 97.94
2023-12-31 $5.6M 56k 99.25
2023-09-30 $6.5M 69k 94.04
2023-06-30 $6.6M 69k 96.07
2019-09-30 $6.7M 66k 101.27

More positions owned by PFW Advisors

Coca-Cola Company (KO)
Vulcan Materials Company (VMC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)

View all positions for PFW 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