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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
2025-09-30 $4.7M 47k 100.25
2025-06-30 $4.8M 48k 99.20
2025-03-31 $4.9M 49k 98.92
2024-12-31 $4.9M 97 50296.07
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)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Quattro Financial Advisors

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