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iShares Lehman Aggregate Bond shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 229k 100.25
2025-06-30 $21M 214k 99.20
2025-03-31 $21M 216k 98.92
2024-12-31 $20M 206k 96.90
2024-09-30 $21M 208k 101.27
2024-06-30 $20M 205k 97.07
2024-03-31 $20M 207k 97.94
2023-12-31 $20M 198k 99.25
2023-09-30 $18M 192k 94.04
2023-06-30 $19M 189k 97.95
2023-03-31 $24M 236k 99.64
2022-12-31 $22M 228k 96.99
2022-09-30 $23M 238k 96.34
2022-06-30 $24M 234k 101.68
2022-03-31 $25M 234k 107.10
2021-12-31 $27M 234k 114.08
2021-09-30 $26M 224k 114.83
2021-06-30 $23M 202k 115.33
2021-03-31 $6.0M 53k 113.83
2020-12-31 $4.7M 40k 118.18
2020-09-30 $3.1M 27k 118.05
2020-06-30 $2.5M 22k 118.19
2020-03-31 $2.3M 20k 115.35
2019-12-31 $2.0M 18k 112.37
2019-09-30 $2.2M 19k 113.19
2019-06-30 $2.1M 19k 111.33
2019-03-31 $1.8M 16k 109.04
2018-12-31 $1.3M 12k 106.49
2018-09-30 $459k 4.4k 105.49
2018-06-30 $656k 6.2k 106.27
2018-03-31 $705k 6.6k 107.29
2017-12-31 $771k 7.1k 109.30
2017-09-30 $507k 4.6k 109.60
2017-06-30 $450k 4.1k 109.54
2017-03-31 $399k 3.7k 108.54
2016-12-31 $238k 2.2k 108.08

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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