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iShares Lehman Aggregate Bond shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $889k 9.1k 97.95
2023-12-31 $743k 7.5k 99.25
2023-09-30 $529k 5.6k 94.04
2023-06-30 $602k 6.1k 97.95
2023-03-31 $710k 7.1k 99.64
2022-12-31 $314k 3.2k 96.99
2022-09-30 $239k 2.5k 96.29
2022-06-30 $247k 2.4k 101.69
2022-03-31 $96k 900 106.67
2021-12-31 $87k 762 114.17
2021-09-30 $367k 3.2k 114.90
2021-06-30 $373k 3.2k 115.34
2021-03-31 $437k 3.8k 113.92
2020-12-31 $348k 2.9k 118.21
2020-09-30 $310k 2.6k 118.05
2020-06-30 $313k 2.6k 118.34
2020-03-31 $205k 1.8k 115.62
2019-12-31 $233k 2.1k 112.78
2019-09-30 $325k 2.9k 113.36
2019-06-30 $320k 2.9k 111.03
2019-03-31 $334k 3.1k 108.97
2018-12-31 $435k 4.1k 106.54
2018-09-30 $538k 5.1k 105.55
2018-06-30 $362k 3.4k 106.44
2018-03-31 $359k 3.3k 107.26
2017-12-31 $584k 5.3k 109.24
2017-09-30 $689k 6.3k 109.66
2017-06-30 $766k 7.0k 109.54
2017-03-31 $453k 4.2k 108.40
2016-12-31 $50k 464 107.76

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Apple Stock (AAPL)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)

View all positions for Creative Financial Designs

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