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iShares Lehman Aggregate Bond shares owned by Stewardship Advisors

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

Historical chart of Stewardship 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 Stewardship 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 Stewardship Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 101.27
2024-06-30 $1.2M 13k 97.07
2024-03-31 $1.2M 12k 97.94
2023-12-31 $1.1M 11k 99.25
2023-09-30 $491k 5.2k 94.05
2023-06-30 $406k 4.1k 97.95

More positions owned by Stewardship Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Usa Esg Slc (SUSA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Futre Strat Fd (WTMF)
Vanguard World Esg Intl Stk Etf (VSGX)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Stewardship 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