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iShares Lehman Aggregate Bond shares owned by Aspiriant

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

Historical chart of Aspiriant investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 93k 97.94
2023-12-31 $7.1M 71k 99.25
2023-09-30 $7.2M 76k 94.04
2023-06-30 $6.7M 69k 97.95
2023-03-31 $5.5M 55k 99.64
2022-12-31 $6.3M 65k 96.99
2022-09-30 $11M 118k 96.38
2022-06-30 $11M 106k 101.65
2022-03-31 $5.0M 46k 107.08
2021-12-31 $5.3M 46k 114.06
2021-09-30 $4.6M 40k 114.81
2021-06-30 $4.5M 39k 115.38
2021-03-31 $6.1M 53k 113.85
2020-12-31 $6.3M 53k 118.16
2020-09-30 $8.1M 68k 118.03
2020-06-30 $7.7M 65k 118.20
2020-03-31 $7.2M 63k 115.38
2019-12-31 $5.9M 52k 112.41
2019-09-30 $5.1M 45k 113.23
2019-06-30 $4.2M 38k 111.32
2019-03-31 $3.7M 34k 109.04
2018-12-31 $4.4M 41k 106.45
2018-09-30 $1.4M 14k 105.44
2018-06-30 $789k 7.4k 106.35
2018-03-31 $1.3M 12k 107.25
2017-09-30 $863k 7.9k 109.60
2017-06-30 $910k 8.3k 109.56
2017-03-31 $13M 873k 15.08
2016-12-31 $13M 919k 14.45
2016-09-30 $641k 5.7k 112.48
2015-06-30 $218k 2.0k 108.84
2014-03-31 $305k 2.8k 108.04
2013-12-31 $299k 2.8k 106.52
2013-09-30 $601k 5.6k 107.17
2013-06-30 $608k 5.7k 107.27
2013-03-31 $614k 5.5k 110.75
2012-12-31 $1.3M 12k 111.12
2012-09-30 $975k 8.7k 112.47
2012-06-30 $965k 8.7k 111.32

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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