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iShares Lehman Aggregate Bond shares owned by Spectrum Investment Advisors

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

Historical chart of Spectrum Investment 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 Spectrum Investment 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 Spectrum Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 49k 101.27
2024-06-30 $4.5M 47k 97.07
2024-03-31 $3.7M 38k 97.94
2023-12-31 $4.0M 40k 99.25

More positions owned by Spectrum Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Fidelity Covington Trust Enhanced Large (FELG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)

View all positions for Spectrum Investment 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