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iShares Lehman Aggregate Bond shares owned by Sincerus Advisory

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

Historical chart of Sincerus Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Sincerus Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sincerus Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 36k 100.25
2025-06-30 $3.1M 32k 98.45
2025-03-31 $3.0M 31k 98.92

More positions owned by Sincerus Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Sincerus Advisory

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