iShares Lehman Aggregate Bond shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth 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 Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman Aggregate Bond by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 372k | 100.25 |
| 2025-06-30 | $36M | 366k | 99.20 |
| 2025-03-31 | $35M | 358k | 98.92 |
| 2024-12-31 | $55M | 570k | 96.90 |
| 2024-09-30 | $56M | 552k | 101.27 |
| 2024-06-30 | $53M | 545k | 97.07 |
| 2024-03-31 | $52M | 535k | 97.94 |
| 2023-12-31 | $53M | 533k | 99.25 |
| 2023-09-30 | $52M | 548k | 94.04 |
More positions owned by Provenance Wealth Advisors
View all positions for Provenance Wealth Advisors
Top funds holding iShares Lehman Aggregate Bond
View all funds holding iShares Lehman Aggregate Bond