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iShares Lehman Aggregate Bond shares owned by Professional Financial Advisors

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

Historical chart of Professional 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 Professional 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 Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $63M 645k 97.94
2023-12-31 $64M 641k 99.25
2023-09-30 $9.8M 105k 94.04
2021-12-31 $263k 2.3k 114.20

More positions owned by Professional Financial Advisors

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Union Pacific Corporation (UNP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Tidal Tr Ii Return Stckd Us (RSST)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr S&p1500momtilt (MMTM)

View all positions for Professional Financial Advisors

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