Valeo Financial Advisors »

iShares Lehman Aggregate Bond shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 60k 100.25
2025-06-30 $5.4M 55k 99.20
2025-03-31 $5.4M 55k 98.92
2024-12-31 $5.8M 60k 96.90
2024-09-30 $5.8M 58k 101.27
2024-06-30 $5.7M 58k 97.07
2024-03-31 $4.3M 46k 95.39
2023-12-31 $3.9M 39k 99.25
2023-09-30 $1.2M 13k 94.04
2023-06-30 $1.2M 12k 97.95
2023-03-31 $1.9M 19k 99.64
2022-12-31 $1.8M 19k 96.99
2022-09-30 $1.7M 18k 96.34
2022-06-30 $558k 5.5k 101.58
2022-03-31 $614k 5.7k 107.01
2021-12-31 $653k 5.7k 114.04
2021-09-30 $688k 6.0k 114.76
2021-06-30 $491k 4.3k 115.37
2021-03-31 $29M 255k 113.83
2020-12-31 $30M 255k 118.19
2020-09-30 $398k 3.4k 118.00
2020-06-30 $819k 6.9k 118.16
2020-03-31 $823k 7.0k 117.17
2019-12-31 $878k 7.8k 112.42
2019-09-30 $740k 6.5k 113.13
2019-06-30 $644k 5.8k 111.36
2019-03-31 $430k 3.9k 108.97
2018-12-31 $458k 4.3k 106.59
2018-09-30 $208k 2.0k 104.68
2018-06-30 $295k 2.8k 106.42
2018-03-31 $185k 1.7k 107.00
2017-12-31 $271k 2.5k 109.49
2017-09-30 $221k 2.0k 109.35

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond