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iShares Lehman Aggregate Bond shares owned by RFG Advisory

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

Historical chart of RFG 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 RFG 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 RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 93k 97.94
2023-12-31 $8.5M 86k 99.25
2023-09-30 $4.7M 50k 94.04
2023-06-30 $8.1M 83k 97.95
2023-03-31 $8.1M 82k 99.64
2022-12-31 $12M 118k 99.82
2022-09-30 $619k 6.6k 94.40
2022-06-30 $564k 5.5k 102.64
2022-03-31 $510k 4.8k 107.10
2021-12-31 $566k 5.0k 114.16
2021-09-30 $1.1M 9.2k 114.85
2021-06-30 $2.0M 17k 115.30
2021-03-31 $5.2M 46k 113.82
2020-12-31 $4.8M 41k 117.08
2020-09-30 $3.0M 26k 118.06
2020-06-30 $1.7M 14k 118.22
2020-03-31 $1.1M 9.2k 115.36
2019-12-31 $4.3M 38k 112.36
2019-09-30 $5.4M 48k 113.18
2019-06-30 $1.7M 15k 111.29
2019-03-31 $11M 105k 109.03
2018-12-31 $27M 255k 106.33
2018-09-30 $1.4M 13k 105.50
2018-06-30 $346k 3.3k 106.36
2018-03-31 $706k 6.6k 107.25
2017-12-31 $4.6M 42k 109.28
2017-09-30 $528k 4.8k 109.54
2017-06-30 $7.5M 68k 109.25
2017-03-31 $4.7M 43k 108.69
2016-12-31 $19M 165k 111.71
2016-09-30 $9.2M 82k 111.72
2016-06-30 $20M 177k 112.62
2016-03-31 $28M 250k 110.62
2015-12-31 $31M 289k 108.01
2014-12-31 $21M 187k 110.12

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)
Apple (AAPL)

View all positions for RFG Advisory

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond