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iShares Lehman Aggregate Bond shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $265k 2.3k 113.98
2021-09-30 $265k 2.3k 114.72
2021-06-30 $266k 2.3k 115.15
2021-03-31 $263k 2.3k 113.85
2020-12-31 $416k 3.5k 118.18
2020-09-30 $238k 2.3k 103.03
2020-06-30 $273k 2.3k 118.18
2020-03-31 $267k 2.3k 115.58
2019-12-31 $260k 2.3k 112.55
2019-09-30 $261k 2.3k 112.99
2019-06-30 $257k 2.3k 111.26
2019-03-31 $252k 2.3k 109.09
2018-12-31 $246k 2.3k 106.49
2018-09-30 $361k 3.4k 105.40
2018-06-30 $364k 3.4k 106.28
2018-03-31 $367k 3.4k 107.15
2017-12-31 $747k 6.8k 109.37
2017-09-30 $450k 4.1k 109.62
2017-06-30 $450k 4.1k 109.62
2017-03-31 $445k 4.1k 108.40
2016-12-31 $481k 4.5k 107.97

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Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond