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iShares Lehman Aggregate Bond shares owned by Savvy Advisors

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

Historical chart of Savvy 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 Savvy 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 34k 101.27
2024-06-30 $3.8M 39k 97.07
2024-03-31 $1.6M 16k 97.94
2023-12-31 $1.2M 13k 99.25

More positions owned by Savvy Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amgen (AMGN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Index Fds Value Etf (VTV)
Procter & Gamble Company (PG)
Ishares Tr Eafe Grwth Etf (EFG)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Savvy 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