Vantage Financial Partners »

iShares Lehman Aggregate Bond shares owned by Vantage Financial Partners

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

Historical chart of Vantage Financial Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Vantage Financial Partners 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 Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $36M 368k 97.07
2024-03-31 $34M 345k 97.94
2023-12-31 $33M 335k 99.25
2023-09-30 $29M 307k 94.04
2023-06-30 $29M 297k 97.95
2023-03-31 $27M 275k 99.64
2022-12-31 $25M 254k 96.99
2022-09-30 $20M 207k 96.34

More positions owned by Vantage Financial Partners

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Vantage Financial Partners

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond