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iShares Lehman Aggregate Bond shares owned by Sterling Investment Advisors

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

Historical chart of Sterling 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 Sterling 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 32k 97.94
2023-12-31 $3.1M 32k 99.25
2023-09-30 $3.7M 40k 94.04
2023-06-30 $3.8M 39k 97.95
2023-03-31 $3.9M 39k 99.64
2022-12-31 $3.6M 38k 96.99
2022-09-30 $4.0M 41k 96.33
2022-06-30 $4.0M 39k 101.67
2022-03-31 $4.5M 42k 107.11
2021-12-31 $5.0M 44k 114.07
2021-09-30 $4.8M 42k 114.83
2021-06-30 $4.6M 40k 115.32
2021-03-31 $4.3M 38k 113.82
2020-12-31 $4.0M 34k 118.20
2020-09-30 $3.7M 31k 118.05
2020-06-30 $3.3M 28k 118.21
2020-03-31 $3.8M 33k 115.38
2019-12-31 $3.7M 33k 112.38
2019-09-30 $3.5M 31k 113.18
2019-06-30 $3.4M 31k 111.35
2019-03-31 $3.3M 30k 109.07
2018-12-31 $3.2M 30k 106.49
2018-09-30 $3.3M 31k 105.53
2018-06-30 $3.3M 31k 106.30
2018-03-31 $3.3M 30k 107.26
2017-12-31 $3.2M 29k 109.33
2017-09-30 $3.0M 27k 109.51
2017-06-30 $3.0M 27k 109.51
2017-03-31 $2.8M 26k 108.49
2016-12-31 $2.7M 25k 108.08
2016-09-30 $2.8M 25k 112.40
2016-06-30 $2.9M 25k 112.62
2016-03-31 $2.8M 25k 110.84
2015-12-31 $2.8M 26k 107.99
2015-09-30 $2.6M 24k 109.56
2015-06-30 $2.9M 26k 108.79
2015-03-31 $3.1M 28k 111.45
2014-12-31 $3.0M 27k 110.14

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Sterling 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