Moisand Fitzgerald Tamayo »

iShares Lehman Aggregate Bond shares owned by Moisand Fitzgerald Tamayo

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

Historical chart of Moisand Fitzgerald Tamayo investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $66k 678 97.94
2023-12-31 $139k 1.4k 99.25
2023-09-30 $214k 2.3k 94.04
2023-06-30 $238k 2.4k 97.95
2023-03-31 $242k 2.4k 99.64
2022-12-31 $246k 2.5k 96.99
2022-09-30 $267k 2.8k 96.46
2022-06-30 $313k 3.1k 101.52
2022-03-31 $332k 3.1k 107.13
2021-12-31 $352k 3.1k 114.17
2021-09-30 $363k 3.2k 114.91
2021-06-30 $364k 3.2k 115.23
2021-03-31 $368k 3.2k 113.76
2020-12-31 $382k 3.2k 118.08
2020-09-30 $382k 3.2k 118.08
2020-06-30 $382k 3.2k 118.08
2020-03-31 $373k 3.2k 115.30
2019-12-31 $396k 3.5k 112.47
2019-09-30 $396k 3.5k 113.27
2019-06-30 $386k 3.5k 111.27
2019-03-31 $376k 3.4k 109.18
2018-12-31 $366k 3.4k 106.55
2018-09-30 $360k 3.4k 105.51
2018-06-30 $360k 3.4k 106.29
2018-03-31 $360k 3.4k 107.24
2017-12-31 $356k 3.3k 109.44
2017-09-30 $374k 3.4k 109.65
2017-06-30 $371k 3.4k 109.44
2017-03-31 $365k 3.4k 108.37
2016-12-31 $364k 3.4k 108.08
2016-09-30 $379k 3.4k 112.53
2016-06-30 $379k 3.4k 112.53
2016-03-31 $389k 3.5k 110.73
2015-12-31 $422k 3.9k 107.90

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Moisand Fitzgerald Tamayo

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