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iShares Lehman Aggregate Bond shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.7M 28k 96.90
2024-09-30 $2.6M 26k 101.27
2024-06-30 $2.1M 22k 97.07
2024-03-31 $1.8M 19k 95.27
2023-12-31 $766k 7.7k 99.25

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Vanguard Specialized Funds Div App Etf (VIG)

View all positions for TFB Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
BlackRock
Us Bancorp
Morgan Stanley
Mercer Global Advisors
Betterment
Ameriprise Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
Northern Trust

View all funds holding iShares Lehman Aggregate Bond