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iShares Lehman Aggregate Bond shares owned by Gateway Advisory

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

Historical chart of Gateway Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gateway Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 17k 99.25
2023-09-30 $1.6M 17k 94.04
2023-06-30 $1.6M 16k 97.95
2023-03-31 $1.6M 1.6M 1.00
2022-12-31 $4.0M 41k 97.00
2022-09-30 $844k 8.8k 96.29
2022-06-30 $217k 2.1k 101.88
2022-03-31 $234k 2.2k 107.00
2021-12-31 $1.3M 12k 114.10
2021-09-30 $1.3M 12k 114.80
2021-06-30 $1.2M 11k 115.38
2021-03-31 $1.2M 10k 113.86
2020-12-31 $1.2M 10k 118.22
2020-09-30 $869k 7.4k 118.04
2020-06-30 $812k 6.9k 118.23
2020-03-31 $596k 5.2k 115.44
2019-12-31 $411k 3.7k 112.26
2019-09-30 $376k 3.3k 113.29
2019-06-30 $292k 2.6k 111.49
2019-03-31 $250k 2.3k 109.12
2018-12-31 $276k 2.6k 106.40
2017-06-30 $228k 2.1k 109.56
2017-03-31 $228k 2.1k 109.56
2016-12-31 $587k 5.4k 108.08
2015-12-31 $226k 2.1k 108.03
2013-03-31 $2.9M 26k 110.72
2012-12-31 $5.4M 49k 111.07
2012-09-30 $5.5M 49k 112.45
2012-06-30 $5.1M 46k 111.31
2012-03-31 $4.8M 44k 109.84
2011-12-31 $4.8M 43k 110.25
2011-06-30 $7.0M 65k 106.66
2011-03-31 $6.5M 62k 105.12
2010-12-31 $6.1M 57k 105.75

More positions owned by Gateway Advisory

Ishares Tr Short Treas Bd (SHV)
Ishares Tr Ibonds Dec 2033 (IBDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Jp Mrgn Em Hi Bd (EMHY)
Apple (AAPL)
Ishares Tr Ishares Biotech (IBB)
Ishares Tr Ibonds Dec2026 (IBDR)
Vaneck Etf Trust Long Muni Etf (MLN)

View all positions for Gateway Advisory

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