Private Advisor »

iShares Lehman Aggregate Bond shares owned by Private Advisor

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

Historical chart of Private Advisor investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $49M 486k 100.25
2025-06-30 $43M 431k 99.20
2025-03-31 $40M 401k 98.92
2024-12-31 $42M 432k 96.90
2024-09-30 $44M 434k 101.27
2024-06-30 $47M 481k 97.07
2024-03-31 $42M 429k 97.94
2023-12-31 $41M 416k 99.25
2023-09-30 $50M 533k 94.04
2023-06-30 $32M 328k 97.80
2023-03-31 $32M 322k 99.64
2022-12-31 $14M 323k 41.88
2022-09-30 $26M 270k 96.34
2022-06-30 $26M 253k 101.68
2022-03-31 $21M 186k 114.08
2021-12-31 $21M 186k 114.08
2021-09-30 $25M 217k 114.82
2021-06-30 $24M 207k 115.33
2021-03-31 $30M 267k 113.83
2020-12-31 $33M 275k 118.19
2020-09-30 $38M 325k 118.10
2020-06-30 $45M 376k 118.21
2020-03-31 $30M 263k 115.37
2019-12-31 $26M 235k 112.37
2019-09-30 $33M 291k 113.12
2019-06-30 $23M 204k 111.35
2019-03-31 $34M 309k 109.07
2018-12-31 $15M 141k 106.49
2018-09-30 $20M 193k 105.52
2018-06-30 $10M 98k 106.00
2018-03-31 $21M 200k 107.25
2017-12-31 $13M 116k 109.01
2017-09-30 $27M 246k 109.43
2017-06-30 $24M 219k 108.95
2017-03-31 $24M 216k 108.69
2016-12-31 $25M 234k 108.57
2016-09-30 $25M 224k 111.75
2016-06-30 $28M 241k 116.39
2016-03-31 $17M 143k 116.32
2015-12-31 $19M 177k 108.01
2015-09-30 $14M 132k 109.58
2015-06-30 $29M 271k 108.80
2015-03-31 $27M 243k 111.43
2014-12-31 $8.6M 79k 109.13
2014-09-30 $6.6M 61k 109.12
2014-06-30 $5.1M 47k 109.40
2014-03-31 $3.5M 33k 107.91
2013-12-31 $2.4M 23k 106.45

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond