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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
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)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Northern Lts Fd Tr Iv Brookstone Value (BAMV)
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Brookstone Capital Management

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