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iShares Lehman Aggregate Bond shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 1.0k 95.00
2024-06-30 $123k 1.1k 116.60
2023-12-31 $707k 7.1k 99.26
2023-09-30 $33M 341k 96.93
2023-06-30 $753k 7.6k 99.27
2023-03-31 $3.3M 33k 99.64
2022-12-31 $3.6M 36k 100.79

More positions owned by Strategic Investment Solutions

Vanguard Growth Etf Uie (VUG)
Dimensional Us Equity Uie (DFUS)
Dimensional U S Core Uie (DFAC)
Dimensional Us High Uie (DUHP)
Dimensional World Equity Uie (DFAW)
Dimensional U S Targeted Uie (DFAT)
Apple (AAPL)
Dimensional Wld Ex Us Cr Uie (DFAX)
Schwab Us Dividend Uie (SCHD)
Dimensional Us Core Uie (DFAU)
Dimensional Us Small Cap Uie (DFSV)
Dimensional Us Uie (DFUV)
Dimensional Us Sus Core Uie (DFSU)
Dimensnl Ultrashrt Fixed Uie (DUSB)
Dimensional Uie (DFIV)

View all positions for Strategic Investment Solutions

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond