Financeware »

iShares Lehman Aggregate Bond shares owned by Financeware

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

Historical chart of Financeware investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Financeware

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 26k 97.94
2023-12-31 $3.2M 33k 99.25
2023-09-30 $3.6M 38k 94.04
2023-06-30 $3.1M 32k 97.95
2023-03-31 $1.9M 19k 99.64
2022-12-31 $2.1M 22k 96.99
2022-09-30 $2.1M 22k 96.34
2022-06-30 $2.3M 23k 101.68
2022-03-31 $10M 93k 107.10
2021-12-31 $11M 98k 114.08
2021-09-30 $11M 99k 114.83
2021-06-30 $136M 1.2M 115.33
2021-03-31 $117M 1.0M 113.83
2020-12-31 $112M 943k 118.19
2020-09-30 $103M 869k 118.06
2020-06-30 $100M 844k 118.21
2020-03-31 $41M 354k 115.37
2019-12-31 $2.7M 24k 112.39
2019-09-30 $2.7M 24k 113.17
2019-06-30 $1.8M 17k 111.34
2019-03-31 $2.0M 18k 109.06
2018-12-31 $1.6M 15k 106.48
2018-09-30 $1.6M 15k 105.51
2018-06-30 $1.6M 15k 106.33
2018-03-31 $1.5M 14k 107.26
2017-12-31 $1.5M 13k 109.32
2017-09-30 $1.6M 15k 109.56
2017-06-30 $1.5M 13k 109.53
2017-03-31 $1.4M 13k 108.52
2016-12-31 $1.3M 12k 108.07
2016-09-30 $843k 7.5k 112.43
2016-06-30 $825k 7.3k 112.55
2016-03-31 $875k 7.9k 110.79
2015-12-31 $838k 7.8k 108.00
2015-09-30 $1.1M 9.6k 109.55
2015-06-30 $498k 4.6k 108.85
2015-03-31 $686k 6.2k 111.40
2014-12-31 $169k 1.5k 110.17
2014-09-30 $167k 1.5k 108.87
2014-06-30 $110k 1.0k 108.91
2014-03-31 $109k 1.0k 107.92

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Financeware

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