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iShares Lehman Aggregate Bond shares owned by New World Advisors

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

Historical chart of New World 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 New World 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 New World Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 27k 97.94
2023-12-31 $3.1M 32k 99.25
2019-03-31 $22k 206 106.80

More positions owned by New World Advisors

TJX Companies (TJX)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Alphabet Cap Stk Cl C (GOOG)
Exxon Mobil Corporation (XOM)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for New World Advisors

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond