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iShares Lehman Aggregate Bond shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 2.6k 97.85
2023-12-31 $190k 1.9k 99.27
2023-09-30 $580k 6.2k 94.09
2023-06-30 $698k 7.1k 97.88
2023-03-31 $698k 7.0k 99.63
2022-12-31 $788k 8.1k 96.95
2022-09-30 $651k 6.8k 96.39
2022-06-30 $2.6M 25k 101.68
2022-03-31 $3.3M 31k 107.09
2021-12-31 $3.6M 32k 114.08
2021-09-30 $3.7M 32k 114.84
2021-06-30 $3.8M 33k 115.33
2021-03-31 $4.0M 35k 113.84
2020-12-31 $4.1M 35k 118.18
2020-09-30 $4.0M 34k 118.06
2020-06-30 $3.3M 28k 118.21
2020-03-31 $3.2M 28k 115.36
2019-12-31 $3.8M 34k 112.37
2019-09-30 $3.6M 32k 113.19
2019-06-30 $3.6M 32k 111.35
2019-03-31 $3.5M 32k 109.08
2018-12-31 $3.4M 32k 106.48
2018-09-30 $61k 575 106.09
2018-06-30 $61k 574 106.27
2018-03-31 $443k 4.1k 107.29
2017-12-31 $251k 2.3k 109.42
2017-09-30 $63k 574 109.76
2017-06-30 $63k 574 109.76
2017-03-31 $62k 574 108.01
2016-12-31 $1.6M 15k 108.04
2016-09-30 $65k 574 113.24
2016-06-30 $65k 574 113.24
2016-03-31 $135k 1.2k 111.11
2015-12-31 $187k 1.7k 108.28
2015-09-30 $133k 1.2k 109.47
2015-06-30 $162k 1.5k 108.80
2015-03-31 $166k 1.5k 111.48
2014-12-31 $164k 1.5k 110.14
2014-09-30 $162k 1.5k 108.80
2014-06-30 $238k 2.2k 109.27
2014-03-31 $236k 2.2k 107.81
2013-12-31 $488k 4.6k 106.36

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital 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