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iShares Lehman Aggregate Bond shares owned by Evensky & Katz

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Evensky & Katz from 13F filings

Historical chart of Evensky & Katz investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 93k 97.94
2023-12-31 $9.0M 91k 99.25
2023-09-30 $7.0M 74k 94.04
2023-06-30 $6.3M 65k 97.95
2023-03-31 $6.1M 62k 99.64
2022-12-31 $5.4M 56k 96.99
2022-09-30 $6.8M 70k 96.34
2022-06-30 $8.0M 78k 101.68
2022-03-31 $8.7M 81k 107.10
2021-12-31 $8.2M 72k 114.08
2021-09-30 $6.6M 58k 114.84
2021-06-30 $6.0M 52k 115.32
2021-03-31 $5.0M 44k 113.83
2020-12-31 $5.4M 46k 118.18
2020-09-30 $4.5M 38k 118.06
2020-06-30 $2.1M 18k 118.22
2020-03-31 $415k 3.6k 115.37
2019-12-31 $331k 3.0k 112.13
2019-09-30 $1.7M 15k 113.18
2019-06-30 $1.6M 15k 111.35
2019-03-31 $1.6M 15k 109.04
2018-12-31 $2.2M 21k 106.46
2018-09-30 $2.2M 21k 105.49
2018-06-30 $2.2M 21k 106.29
2018-03-31 $2.2M 20k 107.23
2017-12-31 $2.2M 20k 109.31
2017-09-30 $2.2M 20k 109.55
2017-06-30 $2.2M 20k 109.49
2017-03-31 $2.1M 20k 108.37
2016-12-31 $2.1M 19k 108.05
2016-09-30 $2.1M 19k 112.39
2016-06-30 $2.3M 20k 112.61
2016-03-31 $2.3M 21k 110.81
2015-12-31 $2.3M 21k 107.97
2015-09-30 $2.4M 22k 109.56
2015-06-30 $2.4M 22k 108.75
2015-03-31 $1.9M 18k 111.42
2014-12-31 $2.3M 21k 110.11
2014-09-30 $2.4M 22k 109.13
2014-06-30 $2.3M 21k 109.38
2014-03-31 $2.3M 21k 107.90
2013-12-31 $2.3M 22k 106.41
2013-09-30 $2.0M 19k 107.20
2013-06-30 $1.9M 18k 107.18

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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