Clear Investment Research »

iShares Lehman Aggregate Bond shares owned by Clear Investment Research

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Clear Investment Research from 13F filings

Historical chart of Clear Investment Research investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Clear Investment Research

Quarter filed Position value Share count Share price at filing
2023-12-31 $360k 3.6k 99.25
2023-09-30 $341k 3.6k 94.04
2023-06-30 $355k 3.6k 97.95
2023-03-31 $349k 3.5k 99.64
2022-12-31 $443k 4.6k 96.98
2022-09-30 $410k 4.3k 96.43
2022-06-30 $437k 4.3k 101.60
2022-03-31 $496k 4.6k 107.04
2021-12-31 $941k 8.2k 114.12
2021-09-30 $931k 8.1k 114.87
2021-06-30 $909k 7.9k 115.37
2021-03-31 $883k 7.8k 113.80
2020-12-31 $898k 7.6k 118.14
2020-09-30 $835k 7.1k 118.04
2020-06-30 $822k 7.0k 118.19
2020-03-31 $709k 6.1k 115.36
2019-12-31 $690k 6.1k 112.30
2019-09-30 $708k 6.3k 113.19
2019-06-30 $597k 5.4k 111.42
2019-03-31 $1.4M 13k 109.07
2018-12-31 $1.4M 13k 106.48
2018-09-30 $1.8M 17k 105.51
2018-06-30 $14M 130k 107.25
2018-03-31 $14M 130k 107.25
2017-12-31 $14M 130k 109.33
2017-09-30 $14M 126k 109.59
2017-06-30 $18M 165k 109.51
2017-03-31 $16M 146k 108.49
2016-12-31 $15M 139k 108.06
2016-09-30 $15M 137k 112.42
2016-06-30 $21M 185k 112.62
2016-03-31 $13M 117k 110.83
2015-12-31 $13M 121k 108.01
2015-09-30 $12M 112k 109.58
2015-06-30 $12M 113k 108.78
2015-03-31 $12M 111k 111.43

More positions owned by Clear Investment Research

Ishares Tr Core S&p500 Etf (IVV)
Graphic Packaging Holding Company (GPK)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL)
Ishares Tr Cores Msci Eafe (IEFA)
Apple (AAPL)
Scwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Scwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clear Investment Research

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