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iShares Lehman Aggregate Bond shares owned by Brookstone Capital Management

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

Historical chart of Brookstone Capital 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 Brookstone Capital 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 Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $75M 746k 100.25
2025-06-30 $69M 697k 99.20
2025-03-31 $71M 713k 98.92
2024-12-31 $71M 736k 96.90
2024-09-30 $144M 1.4M 101.27
2024-06-30 $123M 1.2M 98.52
2024-03-31 $114M 1.2M 97.94
2023-12-31 $55M 552k 99.25
2023-09-30 $49M 539k 91.67
2023-06-30 $55M 572k 96.53
2023-03-31 $52M 524k 98.90
2022-12-31 $49M 497k 99.09
2022-09-30 $50M 525k 95.48
2022-06-30 $54M 536k 101.23
2022-03-31 $74M 707k 104.28
2021-12-31 $35M 307k 112.49
2021-09-30 $30M 261k 114.63
2021-06-30 $27M 233k 115.36
2021-03-31 $14M 126k 113.83
2020-12-31 $11M 89k 118.19
2020-09-30 $4.4M 37k 118.07
2020-06-30 $4.5M 38k 118.20
2020-03-31 $7.3M 64k 115.38
2019-12-31 $6.1M 54k 112.37
2019-09-30 $7.3M 64k 113.17
2019-06-30 $6.5M 58k 111.35
2019-03-31 $9.3M 85k 109.07
2018-12-31 $2.0M 19k 106.49
2018-09-30 $1.8M 17k 105.51
2018-06-30 $1.3M 12k 106.29
2018-03-31 $1.6M 15k 107.26
2017-12-31 $3.1M 28k 109.33
2017-09-30 $1.4M 12k 109.62
2017-06-30 $2.2M 20k 109.51
2017-03-31 $1.6M 15k 108.51
2016-12-31 $2.0M 18k 108.04
2016-09-30 $2.7M 24k 112.46
2016-06-30 $2.1M 19k 112.64
2016-03-31 $732k 6.6k 111.11
2015-09-30 $55k 503 109.34
2015-06-30 $50k 464 107.76
2013-12-31 $213k 2.0k 106.61

More positions owned by Brookstone Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)
Northern Lts Fd Tr Iv Brookstone Value (BAMV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Brookstone Capital Management

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