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iShares Lehman Aggregate Bond shares owned by Diversified Portfolios

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

Historical chart of Diversified Portfolios investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Diversified Portfolios

Quarter filed Position value Share count Share price at filing
2024-03-31 $911k 9.3k 97.94
2023-12-31 $1.1M 11k 99.25
2023-09-30 $1.6M 17k 94.04
2023-06-30 $3.8M 39k 97.95
2023-03-31 $3.5M 35k 99.64
2022-12-31 $4.3M 44k 96.99
2022-09-30 $2.8M 29k 96.35
2022-06-30 $2.2M 21k 101.66
2022-03-31 $2.1M 19k 107.11
2021-12-31 $2.1M 18k 114.07
2021-09-30 $2.0M 18k 114.82
2021-03-31 $2.0M 18k 113.83
2020-12-31 $2.1M 17k 118.21
2020-09-30 $2.1M 18k 118.07
2020-06-30 $2.1M 18k 118.18
2020-03-31 $2.1M 18k 115.38
2019-12-31 $2.1M 19k 112.39
2019-09-30 $2.2M 19k 113.20
2019-06-30 $2.2M 20k 111.36
2019-03-31 $2.1M 19k 109.07
2018-12-31 $2.1M 19k 106.50
2018-09-30 $2.1M 20k 105.52
2018-06-30 $2.2M 20k 106.30
2018-03-31 $2.3M 22k 107.24
2017-12-31 $2.5M 23k 109.33
2017-09-30 $2.8M 25k 109.60
2017-06-30 $3.4M 31k 109.51
2017-03-31 $4.4M 40k 108.48
2016-12-31 $5.7M 53k 108.06
2016-09-30 $6.2M 55k 112.42
2016-06-30 $6.3M 56k 112.62
2016-03-31 $6.5M 59k 110.83
2015-12-31 $6.7M 62k 108.01
2015-09-30 $7.0M 64k 109.57
2015-06-30 $7.1M 65k 109.42
2015-03-31 $7.3M 66k 111.43
2014-12-31 $7.4M 67k 110.11

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
Ishares Floating Rate Etf (FLOT)
Vanguard Interm Bond Index ETF Etf (BIV)
DFA Core Emerging Mkt ETF Etf (DFAE)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
iShares National Muni Bond ETF Etf (MUB)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
American Centy Etf Tr avantis emgmkt (AVEM)

View all positions for Diversified Portfolios

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