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iShares Lehman Aggregate Bond shares owned by Quattro Financial Advisors

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

Historical chart of Quattro 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 Quattro 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 Quattro Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 99 50996.58
2024-06-30 $5.0M 51k 97.07
2024-03-31 $16M 158k 97.94
2023-12-31 $21M 99 213399.54
2023-09-30 $21M 219k 94.04
2023-06-30 $24M 240k 97.95
2023-03-31 $25M 255k 99.62
2022-12-31 $25M 256k 96.99
2022-09-30 $31M 319k 96.34
2022-06-30 $32M 313k 101.68
2022-03-31 $24M 224k 107.10
2021-12-31 $24M 212k 114.08
2021-09-30 $33M 286k 114.16
2021-06-30 $29M 252k 115.86
2021-03-31 $35M 307k 114.44
2020-12-31 $40M 342k 117.27
2020-09-30 $38M 325k 118.12
2020-06-30 $40M 338k 118.47
2020-03-31 $32M 479k 67.40
2019-12-31 $30M 267k 113.01
2019-09-30 $35M 310k 113.51
2019-06-30 $34M 305k 111.30
2019-03-31 $20M 186k 108.23
2018-12-31 $6.8M 64k 106.45
2018-09-30 $3.7M 35k 104.34
2018-06-30 $2.5M 24k 106.31
2018-03-31 $5.0M 47k 106.83
2017-12-31 $22M 204k 108.45
2017-09-30 $20M 186k 109.39
2017-06-30 $9.1M 84k 108.33
2017-03-31 $8.7k 81k 0.11

More positions owned by Quattro Financial Advisors

Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
salesforce (CRM)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Emerson Electric (EMR)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Astrazeneca Sponsored Adr (AZN)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Quattro Financial 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