Savvy Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Savvy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $47M 470k 100.25
2025-06-30 $31M 312k 99.20
2025-03-31 $4.9M 50k 98.92
2024-12-31 $4.1M 43k 96.90
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)
NVIDIA Corporation (NVDA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Spinnaker Etf Series Uva Unconstraind (FFIU)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for Savvy 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