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iShares Lehman Aggregate Bond shares owned by Leavell Investment Management

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

Historical chart of Leavell Investment Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 33k 97.94
2023-12-31 $3.2M 32k 99.26
2023-09-30 $2.0M 21k 94.06
2023-06-30 $1.9M 19k 97.94
2023-03-31 $2.0M 20k 99.65
2022-12-31 $2.1M 21k 96.97
2022-09-30 $1.1M 11k 96.32
2022-06-30 $980k 9.6k 101.70
2022-03-31 $999k 9.3k 107.09
2021-12-31 $622k 5.5k 114.00
2021-09-30 $637k 5.5k 114.86
2021-06-30 $731k 6.4k 113.79
2021-03-31 $731k 6.4k 113.79
2020-12-31 $759k 6.4k 118.15
2020-09-30 $635k 5.4k 118.05
2020-06-30 $463k 3.9k 118.29
2020-03-31 $499k 4.3k 115.43
2019-12-31 $461k 4.1k 112.47
2019-09-30 $461k 4.1k 113.30
2019-06-30 $461k 4.1k 111.25
2019-03-31 $317k 2.9k 109.08
2018-12-31 $301k 2.8k 106.66
2018-09-30 $340k 3.2k 105.52
2018-06-30 $343k 3.2k 106.46
2018-03-31 $328k 3.1k 107.26
2017-12-31 $335k 3.1k 109.44
2017-09-30 $281k 2.6k 109.72
2017-06-30 $281k 2.6k 109.72
2017-03-31 $279k 2.6k 108.56
2016-12-31 $242k 2.2k 107.94
2016-09-30 $252k 2.2k 112.40
2016-06-30 $253k 2.2k 112.85
2016-03-31 $298k 2.7k 110.90
2015-12-31 $289k 2.7k 107.92
2015-09-30 $294k 2.7k 109.78
2015-06-30 $291k 2.7k 108.66
2015-03-31 $470k 4.2k 111.43
2014-12-31 $465k 4.2k 110.24
2014-09-30 $333k 3.0k 109.25
2014-06-30 $344k 3.1k 109.28
2014-03-31 $345k 3.2k 107.88
2013-12-31 $351k 3.3k 106.43
2013-09-30 $437k 4.1k 107.16
2013-06-30 $1.0M 9.6k 107.24
2013-03-31 $1.6M 14k 110.70
2012-12-31 $1.6M 14k 110.70
2012-09-30 $1.8M 16k 112.43
2012-06-30 $1.7M 16k 111.28
2012-03-31 $1.8M 16k 109.86
2011-12-31 $1.8M 16k 110.24
2011-09-30 $1.7M 16k 110.11
2011-06-30 $1.7M 16k 106.66
2011-03-31 $1.6M 15k 105.11
2010-12-31 $1.6M 15k 105.76
2010-09-30 $1.7M 15k 108.66
2010-06-30 $1.7M 16k 107.26
2010-03-31 $1.6M 16k 104.20
2009-12-31 $1.6M 16k 103.18
2009-09-30 $1.6M 16k 104.90
2009-06-30 $1.6M 16k 102.16
2009-03-31 $1.6M 16k 101.45
2008-12-31 $1.7M 16k 104.20
2008-09-30 $1.6M 16k 98.61
2008-06-30 $1.6M 16k 100.37
2008-03-31 $1.7M 16k 102.67
2007-12-31 $1.7M 17k 101.17
2007-09-30 $1.7M 17k 100.03
2007-06-30 $1.4M 15k 98.34
2007-03-31 $1.2M 12k 100.25
2006-12-31 $970k 9.7k 99.72
2006-09-30 $356k 3.6k 100.14
2003-12-31 $1.0M 10k 102.10

More positions owned by Leavell Investment Management

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Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Blackstone Group Com Cl A (BX)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Vanguard Small Cap ETF Small Cp Etf (VB)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
JPMorgan Chase & Co. (JPM)

View all positions for Leavell Investment Management

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