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iShares Lehman Aggregate Bond shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth 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 BKD Wealth 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 BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $126M 1.3M 97.07
2024-03-31 $121M 1.2M 97.94
2023-12-31 $104M 1.1M 99.25
2023-09-30 $89M 946k 94.04
2023-06-30 $69M 703k 97.95
2023-03-31 $49M 491k 99.64
2022-12-31 $16M 163k 96.99
2022-09-30 $4.5M 47k 96.33
2022-06-30 $8.5M 84k 101.68
2022-03-31 $5.5M 51k 107.09
2021-12-31 $4.3M 38k 114.07
2021-09-30 $4.9M 43k 114.82
2021-06-30 $5.0M 43k 115.32
2021-03-31 $5.4M 48k 113.83
2020-12-31 $6.3M 53k 118.19
2020-09-30 $6.4M 54k 118.05
2020-06-30 $6.0M 51k 118.22
2020-03-31 $6.9M 60k 115.36
2019-12-31 $4.1M 37k 112.37
2019-09-30 $2.8M 25k 113.18
2019-06-30 $1.8M 16k 111.38
2019-03-31 $4.7M 43k 109.06
2018-12-31 $8.1M 76k 106.50
2018-09-30 $1.4M 13k 105.54
2018-06-30 $1.5M 14k 106.31
2018-03-31 $1.8M 17k 107.27
2017-12-31 $2.6M 24k 109.34
2017-09-30 $2.5M 23k 109.60
2017-06-30 $4.9M 45k 109.51
2017-03-31 $3.5M 33k 108.49
2016-12-31 $7.4M 69k 108.06
2016-09-30 $7.7M 68k 112.42
2016-06-30 $5.4M 48k 112.61
2016-03-31 $4.8M 43k 110.82
2015-06-30 $279k 2.6k 108.64
2015-03-31 $556k 5.0k 111.49

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for BKD Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond