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iShares Lehman Aggregate Bond shares owned by BlueSky Wealth Advisors

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

Historical chart of BlueSky 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 BlueSky 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 BlueSky Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 74k 100.25
2025-06-30 $7.4M 75k 99.20
2025-03-31 $8.1M 82k 98.92
2024-12-31 $8.4M 87k 96.90
2024-09-30 $10M 102k 101.27
2024-06-30 $10M 103k 97.07
2024-03-31 $10M 103k 97.94
2023-12-31 $10M 103k 99.25
2023-09-30 $4.2M 45k 94.04
2023-06-30 $4.4M 45k 97.95
2023-03-31 $4.5M 45k 99.64
2022-12-31 $4.7M 49k 96.99
2022-09-30 $4.9M 51k 96.34
2022-06-30 $7.0M 69k 101.69
2022-03-31 $12M 110k 107.10
2021-12-31 $91M 795k 114.08
2021-09-30 $13M 115k 114.83
2021-06-30 $13M 116k 115.68
2021-03-31 $12M 105k 114.15
2020-12-31 $13M 107k 118.19
2020-09-30 $13M 107k 117.98
2020-06-30 $12M 103k 118.21
2020-03-31 $13M 113k 115.37
2019-12-31 $13M 116k 112.79
2019-09-30 $13M 118k 113.49
2019-06-30 $14M 126k 111.35
2019-03-31 $14M 129k 108.40
2018-12-31 $13M 124k 106.55
2018-09-30 $12M 115k 104.44
2018-06-30 $12M 112k 106.32
2018-03-31 $13M 118k 107.25
2017-12-31 $13M 116k 109.33
2017-09-30 $12M 113k 109.59
2017-06-30 $12M 111k 109.51
2017-03-31 $12M 110k 108.49
2016-12-31 $13M 119k 108.06

More positions owned by BlueSky Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Reit Etf (SCHH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for BlueSky Wealth Advisors

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