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iShares Lehman Aggregate Bond shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 63k 99.25
2023-09-30 $5.2M 55k 94.04
2023-06-30 $5.7M 58k 97.95
2023-03-31 $6.3M 63k 99.64
2022-12-31 $6.1M 1.6k 3855.19
2022-09-30 $6.7M 70k 96.34
2022-06-30 $6.5M 64k 101.68
2022-03-31 $7.3M 68k 107.10
2021-12-31 $7.1M 62k 114.08
2021-09-30 $7.2M 63k 114.83
2021-06-30 $7.2M 62k 115.33
2021-03-31 $6.4M 56k 113.83
2020-12-31 $3.9M 33k 118.19
2020-09-30 $3.7M 31k 118.06
2020-06-30 $3.7M 31k 118.21
2020-03-31 $3.5M 31k 115.37
2019-12-31 $3.3M 30k 112.37
2019-09-30 $3.4M 30k 113.17
2019-06-30 $3.1M 13k 242.85
2019-03-31 $3.0M 532k 5.59
2018-12-31 $2.9M 27k 106.49
2018-09-30 $2.9M 27k 105.52
2018-06-30 $3.0M 46k 64.55
2018-03-31 $2.9M 27k 107.24
2017-12-31 $2.5M 23k 109.34
2017-09-30 $2.4M 22k 109.58
2017-03-31 $2.0M 18k 108.47
2016-12-31 $2.0M 18k 108.08
2016-09-30 $1.4M 13k 112.40
2016-06-30 $1.4M 13k 112.64
2016-03-31 $1.4M 13k 110.86
2015-12-31 $935k 8.7k 107.97

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

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