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iShares Lehman Aggregate Bond shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $46M 457k 99.88
2025-06-30 $38M 383k 100.38
2025-03-31 $36M 367k 98.92
2024-12-31 $33M 340k 96.90
2024-09-30 $33M 327k 101.27
2024-06-30 $4.4M 45k 97.07
2024-03-31 $4.7M 48k 97.94
2023-12-31 $4.6M 47k 99.25
2023-09-30 $4.4M 47k 94.04
2023-06-30 $4.7M 48k 97.95
2023-03-31 $4.7M 48k 99.64
2022-12-31 $4.4M 46k 96.99
2022-09-30 $4.0M 41k 96.34
2022-06-30 $897k 8.8k 101.74
2022-03-31 $596k 5.6k 107.02
2021-12-31 $5.3M 47k 114.07
2021-09-30 $5.4M 47k 114.84
2021-06-30 $5.5M 48k 115.33
2020-12-31 $912k 7.7k 118.20
2020-09-30 $866k 7.3k 118.03
2020-06-30 $1.0M 8.7k 118.24
2020-03-31 $204k 1.8k 115.19
2019-12-31 $2.6M 23k 112.36
2019-09-30 $2.6M 23k 113.19
2019-06-30 $2.4M 22k 111.36
2018-12-31 $2.3M 22k 106.50
2018-09-30 $1.8M 17k 105.53
2018-06-30 $3.5M 33k 106.32
2018-03-31 $3.2M 30k 107.24
2017-12-31 $4.0M 37k 109.33
2017-09-30 $4.1M 37k 109.57
2017-06-30 $15M 135k 108.88
2017-03-31 $37M 345k 108.49
2016-12-31 $36M 336k 108.06

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for SRS Capital 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
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond