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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
2024-03-31 $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 Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Esg Slc (SUSA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard World Esg Intl Stk Etf (VSGX)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)

View all positions for Stewardship Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond