Beaumont Financial Partners »

iShares Lehman Aggregate Bond shares owned by Beaumont Financial Partners

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

Historical chart of Beaumont Financial Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $9.1M 94k 96.34
2022-06-30 $9.7M 95k 101.68
2022-03-31 $4.3M 40k 107.11
2021-12-31 $4.1M 36k 114.07
2021-09-30 $4.0M 35k 114.81
2021-06-30 $3.6M 31k 115.36
2021-03-31 $4.7M 41k 113.83
2020-12-31 $3.3M 28k 118.19
2020-09-30 $3.1M 26k 118.07
2020-06-30 $2.6M 22k 118.22
2020-03-31 $2.4M 21k 115.36
2019-12-31 $3.4M 30k 112.38
2019-09-30 $3.4M 30k 113.18
2019-06-30 $6.2M 56k 111.34
2019-03-31 $2.7M 25k 109.07
2018-12-31 $827k 7.8k 106.54
2018-09-30 $20M 194k 105.52
2018-06-30 $21M 198k 106.32
2018-03-31 $21M 193k 107.25
2017-12-31 $31M 281k 109.33
2017-09-30 $30M 271k 109.59
2017-06-30 $30M 272k 109.51
2017-03-31 $28M 254k 108.49
2016-12-31 $27M 247k 108.06
2016-09-30 $27M 237k 112.42
2016-06-30 $27M 238k 112.62
2016-03-31 $30M 266k 111.18
2015-12-31 $30M 274k 108.01
2015-09-30 $32M 295k 110.08
2015-06-30 $233M 2.1M 111.24
2015-03-31 $121M 1.1M 111.43
2014-12-31 $101M 913k 110.12
2014-09-30 $13M 119k 109.11
2014-06-30 $1.3M 12k 109.48
2014-03-31 $20M 186k 107.91
2013-12-31 $25M 233k 106.43
2013-09-30 $18M 166k 107.20
2013-06-30 $21M 199k 107.21
2013-03-31 $4.0M 36k 110.74
2012-09-30 $2.2M 20k 112.43
2012-06-30 $2.7M 24k 111.31
2012-03-31 $1.1M 10k 109.89

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond