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iShares Lehman Aggregate Bond shares owned by Nwam

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

Historical chart of Nwam investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Nwam

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 102k 99.25
2023-09-30 $8.4M 89k 94.04
2023-06-30 $10M 104k 97.95
2023-03-31 $9.0M 90k 99.64
2022-12-31 $8.8M 91k 96.99
2022-09-30 $9.1M 95k 96.34
2022-06-30 $9.8M 96k 102.36
2022-03-31 $9.1M 85k 107.10
2021-12-31 $9.9M 87k 114.08
2021-09-30 $8.8M 76k 114.83
2021-06-30 $7.3M 63k 115.33
2021-03-31 $5.9M 52k 113.83
2020-12-31 $5.2M 44k 118.19
2020-09-30 $4.4M 37k 118.06
2020-06-30 $6.6M 56k 118.21
2020-03-31 $5.3M 46k 115.36
2019-12-31 $4.6M 41k 112.37
2019-09-30 $3.7M 33k 113.18
2019-06-30 $3.3M 30k 111.35
2019-03-31 $3.1M 29k 109.06
2018-12-31 $3.0M 28k 106.48
2018-09-30 $3.3M 31k 105.52
2018-06-30 $2.8M 27k 106.34
2018-03-31 $2.9M 27k 107.25
2017-12-31 $2.6M 24k 109.32
2017-09-30 $2.6M 24k 109.59
2017-06-30 $2.7M 25k 109.51
2017-03-31 $2.8M 25k 108.48
2016-12-31 $2.4M 23k 108.06
2016-09-30 $2.7M 24k 112.41
2016-06-30 $2.8M 25k 112.60
2016-03-31 $2.8M 25k 110.83
2015-12-31 $2.6M 31k 84.83
2015-06-30 $3.1M 28k 110.29
2015-03-31 $2.6M 23k 111.42
2014-12-31 $2.6M 23k 110.11
2014-09-30 $2.6M 24k 109.11
2014-06-30 $2.6M 24k 109.42
2014-03-31 $2.6M 24k 107.91
2013-12-31 $2.2M 21k 106.43
2013-09-30 $2.4M 22k 107.22
2013-06-30 $2.4M 22k 107.23
2013-03-31 $2.4M 21k 110.74
2012-12-31 $2.3M 21k 111.09
2012-09-30 $2.3M 21k 112.46
2012-06-30 $2.3M 21k 111.31

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Nwam

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