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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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by PFW Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by PFW Advisors

Vulcan Materials Company (VMC)
Coca-Cola Company (KO)
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 Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)

View all positions for PFW Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond