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iShares Lehman Aggregate Bond shares owned by Valley Financial Management

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

Historical chart of Valley Financial Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Valley Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Valley Financial Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $7.7M 78k 97.95
2023-03-31 $3.0M 31k 99.64
2022-12-31 $14M 145k 96.99
2022-09-30 $21M 221k 96.34

More positions owned by Valley Financial Management

Vanguard Russell 1000 Growth ETF Exchange Traded Fund (VONG)
VanEck Morningstar Wide Moat ETF Exchange Traded Fund (MOAT)
WisdomTree Europe Quality Div Gr ETF Exchange Traded Fund (EUDG)
WisdomTree Europe Hedged Equity ETF Exchange Traded Fund (HEDJ)
Vanguard Value ETF Exchange Traded Fund (VTV)
iShares Semiconductor ETF Exchange Traded Fund (SOXX)
iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)
Invesco Aerospace & Defense ETF Exchange Traded Fund (PPA)
Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
SPDR Exchange Traded Fund (KRE)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC)
SPDR Exchange Traded Fund (XOP)
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)

View all positions for Valley Financial Management

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