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iShares Lehman Aggregate Bond shares owned by Cambridge Advisors

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

Historical chart of Cambridge 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 Cambridge 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 Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $622k 6.4k 97.94
2023-12-31 $630k 6.4k 99.25
2023-09-30 $616k 6.6k 94.04
2023-06-30 $642k 6.6k 97.95
2023-03-31 $712k 7.2k 99.64
2022-12-31 $694k 7.2k 96.99
2022-09-30 $732k 7.6k 96.37
2022-06-30 $909k 8.9k 101.72
2022-03-31 $957k 8.9k 107.09
2021-12-31 $1.0M 8.9k 114.03
2021-09-30 $1.0M 9.1k 114.79
2021-06-30 $1.0M 9.1k 115.34
2021-03-31 $1.0M 9.1k 113.80
2020-12-31 $1.1M 9.1k 118.20
2020-09-30 $1.1M 9.1k 118.02
2020-06-30 $1.1M 9.1k 118.20
2020-03-31 $1.0M 9.1k 115.34
2019-12-31 $1.0M 9.1k 112.37
2019-09-30 $978k 8.6k 113.19
2019-06-30 $962k 8.6k 111.34
2019-03-31 $942k 8.6k 109.03
2018-12-31 $920k 8.6k 106.48
2018-09-30 $912k 8.6k 105.56
2018-06-30 $919k 8.6k 106.37
2018-03-31 $927k 8.6k 107.29
2017-12-31 $950k 8.7k 109.38
2017-09-30 $952k 8.7k 109.61
2017-06-30 $951k 8.7k 109.50
2017-03-31 $942k 8.7k 108.46
2016-12-31 $939k 8.7k 108.12
2016-09-30 $976k 8.7k 112.38
2016-06-30 $978k 8.7k 112.61
2016-03-31 $963k 8.7k 110.88
2015-12-31 $938k 8.7k 108.00
2015-09-30 $952k 8.7k 109.61
2015-06-30 $945k 8.7k 108.81
2015-03-31 $968k 8.7k 111.46
2014-12-31 $956k 8.7k 110.07

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amgen (AMGN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cambridge Advisors

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