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iShares Lehman Aggregate Bond shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment 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 Steward Partners Investment 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $87M 901k 97.07
2024-03-31 $84M 856k 97.94
2023-12-31 $48M 488k 99.25
2023-09-30 $49M 520k 94.04
2023-06-30 $47M 484k 97.95
2023-03-31 $44M 438k 99.64
2022-12-31 $39M 399k 96.99
2022-09-30 $26M 269k 96.34
2022-06-30 $21M 210k 101.68
2022-03-31 $22M 207k 107.10
2021-12-31 $25M 215k 114.08
2021-09-30 $25M 214k 114.83
2021-03-31 $30M 266k 113.83
2020-09-30 $31M 262k 118.06
2020-06-30 $28M 237k 118.21
2020-03-31 $26M 227k 115.37
2019-12-31 $24M 209k 112.37
2019-09-30 $32M 285k 113.17
2019-06-30 $30M 271k 111.35
2019-03-31 $27M 250k 109.07
2018-12-31 $17M 156k 106.49
2018-09-30 $7.4M 70k 105.53
2018-06-30 $7.2M 67k 106.32
2018-03-31 $8.6M 80k 107.25
2017-12-31 $9.5M 87k 109.33
2017-09-30 $11M 102k 109.58
2017-06-30 $11M 104k 109.50
2017-03-31 $4.7M 43k 108.49
2016-12-31 $2.5M 23k 108.04

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

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