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iShares Lehman Aggregate Bond shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth 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 Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 86k 97.94
2023-12-31 $12M 115k 99.25
2023-09-30 $2.6M 28k 94.04
2023-06-30 $14M 138k 97.95
2023-03-31 $14B 139k 99640.06
2022-12-31 $13B 132k 96989.95
2022-09-30 $9.5M 99k 96.34
2022-06-30 $9.5M 93k 101.80
2022-03-31 $10M 96k 107.10
2021-12-31 $11M 98k 113.92
2021-09-30 $10M 89k 114.84
2021-06-30 $428k 73k 5.83
2021-03-31 $5.6M 49k 113.83
2020-12-31 $3.0M 25k 118.13
2020-09-30 $2.9M 25k 117.92
2020-06-30 $2.2M 18k 118.19
2020-03-31 $702k 6.1k 115.42
2019-12-31 $864k 7.7k 112.38
2019-09-30 $1.3M 11k 113.13
2019-06-30 $1.3M 11k 111.34
2019-03-31 $1.1M 11k 109.04
2018-12-31 $1.1M 10k 106.48
2018-09-30 $1.1M 11k 105.52
2018-06-30 $1.1M 10k 106.33
2018-03-31 $1.1M 10k 107.20
2017-12-31 $1.5M 14k 109.36
2017-09-30 $1.3M 12k 109.59
2017-06-30 $1.2M 11k 109.54
2017-03-31 $1.3M 12k 108.47
2016-12-31 $2.2M 21k 108.08
2016-09-30 $2.4M 21k 112.43
2016-06-30 $1.9M 17k 112.60
2016-03-31 $1.1M 9.6k 110.86
2015-12-31 $742k 6.9k 108.02
2015-09-30 $654k 6.0k 109.60
2015-06-30 $553k 5.1k 108.75
2015-03-31 $724k 6.5k 111.42
2014-12-31 $458k 4.2k 110.10
2014-09-30 $454k 4.2k 109.13
2014-06-30 $455k 4.2k 109.38
2014-03-31 $440k 4.1k 107.98
2013-12-31 $451k 4.2k 106.37

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View all positions for Arete Wealth 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