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iShares Lehman Aggregate Bond shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 15k 97.92
2023-12-31 $1.4M 14k 99.21
2023-09-30 $3.7M 39k 94.03
2023-06-30 $1.6M 16k 97.94
2023-03-31 $1.6M 16k 99.67
2022-12-31 $1.3M 13k 97.02
2022-09-30 $936k 9.7k 96.31
2022-06-30 $1.2M 12k 101.70
2022-03-31 $2.1M 20k 107.08
2021-12-31 $2.6M 23k 114.09
2021-09-30 $4.1M 36k 114.82
2021-06-30 $4.1M 36k 115.34
2021-03-31 $3.7M 33k 113.84
2020-12-31 $3.6M 31k 118.18
2020-09-30 $3.1M 26k 118.05
2020-06-30 $2.9M 24k 118.20
2020-03-31 $2.5M 22k 115.37
2019-12-31 $2.1M 19k 112.39
2019-09-30 $1.8M 16k 113.19
2019-06-30 $1.7M 16k 111.32
2019-03-31 $2.2M 20k 109.07
2018-12-31 $2.2M 21k 106.50

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

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