CliftonLarsonAllen Wealth Advisors »

iShares Lehman Aggregate Bond shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $95M 956k 99.25
2023-09-30 $87M 926k 94.04
2023-06-30 $90M 916k 97.95
2023-03-31 $90M 904k 99.64
2022-12-31 $93M 961k 96.99
2022-06-30 $97M 957k 101.68
2022-03-31 $105M 982k 107.10
2021-12-31 $123M 1.1M 114.08
2021-09-30 $117M 1.0M 114.83
2021-06-30 $113M 981k 115.33
2021-03-31 $109M 956k 113.83
2020-12-31 $109M 923k 118.19
2020-09-30 $107M 905k 118.06
2020-06-30 $105M 886k 118.21
2019-12-31 $109M 974k 112.37
2019-09-30 $100M 884k 113.17
2019-06-30 $88M 790k 111.35
2019-03-31 $81M 746k 109.07
2018-12-31 $77M 727k 106.49
2018-09-30 $82M 778k 105.52
2018-06-30 $80M 757k 106.32
2018-03-31 $80M 742k 107.25
2017-12-31 $78M 716k 109.33
2017-09-30 $77M 699k 109.59
2017-06-30 $75M 686k 109.51
2017-03-31 $74M 680k 108.49
2016-12-31 $71M 655k 108.06
2016-09-30 $71M 635k 112.42
2016-06-30 $67M 597k 112.62
2016-03-31 $64M 575k 110.82
2015-12-31 $49M 457k 108.01
2015-09-30 $39M 357k 109.58
2015-06-30 $14M 130k 108.78
2015-03-31 $2.0M 18k 111.44

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

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