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iShares Lehman Aggregate Bond shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capital Analysts

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 164k 98.98
2023-09-30 $12M 127k 93.37
2023-06-30 $13M 132k 97.73
2023-03-31 $19M 194k 99.64
2022-12-31 $13M 132k 96.99
2022-09-30 $954k 9.9k 96.29
2022-06-30 $957k 9.4k 101.69
2022-03-31 $1.1M 10k 103.17
2021-12-31 $59M 517k 114.08
2021-09-30 $58M 509k 114.83
2021-06-30 $56M 484k 115.33
2021-03-31 $49M 429k 113.83
2020-12-31 $52M 441k 118.19
2020-09-30 $50M 423k 118.06
2020-06-30 $47M 399k 118.21
2020-03-31 $47M 403k 115.37
2019-12-31 $46M 405k 112.37
2019-09-30 $46M 404k 113.17
2019-06-30 $44M 398k 111.35
2019-03-31 $44M 404k 109.07
2018-12-31 $42M 395k 106.49
2018-09-30 $44M 419k 105.52
2018-06-30 $45M 422k 106.32
2018-03-31 $44M 411k 107.25
2017-12-31 $109k 12k 8.90
2017-09-30 $43M 390k 109.59
2017-06-30 $41M 376k 109.51
2017-03-31 $40M 364k 108.49
2016-12-31 $42k 387 108.53
2016-09-30 $44k 387 112.42
2016-06-30 $44k 387 112.62
2016-03-31 $43k 387 110.82
2015-12-31 $42k 387 108.01
2015-09-30 $42k 387 109.58
2015-06-30 $141k 1.3k 108.78
2015-03-31 $2.8M 25k 111.43
2014-12-31 $2.7M 25k 110.12
2014-09-30 $2.7M 25k 109.11
2014-06-30 $2.6M 24k 109.40
2014-03-31 $1.1M 11k 107.91
2013-12-31 $1.1M 11k 106.43
2013-09-30 $1.1M 11k 107.20
2013-06-30 $1.1M 10k 107.22
2013-03-31 $13M 115k 110.73
2012-12-31 $11M 98k 111.08

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

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