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iShares Lehman Aggregate Bond shares owned by CLS Investments

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

Historical chart of CLS Investments investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $111M 1.1M 100.25
2025-06-30 $1.3M 10k 132.14
2025-03-31 $73M 735k 98.92
2024-12-31 $68M 706k 96.90
2024-09-30 $103M 1.0M 101.27
2024-06-30 $63M 647k 97.07
2024-03-31 $67M 682k 97.94
2023-12-31 $77M 784k 98.57
2023-09-30 $65M 691k 94.04
2023-06-30 $61M 627k 97.95
2023-03-31 $68M 681k 99.64
2022-12-31 $54M 552k 96.99
2022-09-30 $57M 596k 96.34
2022-06-30 $62M 604k 101.68
2022-03-31 $70M 657k 107.10
2021-12-31 $71M 621k 114.08
2021-09-30 $77M 668k 115.33
2021-06-30 $77M 668k 115.33
2021-03-31 $77M 680k 113.83
2020-12-31 $123M 1.0M 118.11
2020-09-30 $79M 667k 118.06
2020-06-30 $509k 4.3k 118.15
2020-03-31 $1.8M 16k 115.38
2019-12-31 $2.4M 21k 112.37
2019-09-30 $4.1M 36k 113.17
2019-06-30 $8.1M 73k 111.35
2019-03-31 $15M 141k 109.07
2018-12-31 $15M 143k 106.49
2018-09-30 $27M 258k 105.52
2018-06-30 $15M 143k 106.32
2018-03-31 $16M 145k 107.25
2017-12-31 $16M 143k 109.33
2017-09-30 $16M 143k 109.59
2017-06-30 $17M 152k 109.51
2017-03-31 $16M 147k 108.49
2016-12-31 $13M 122k 108.06
2016-09-30 $14M 122k 112.42
2016-06-30 $14M 122k 112.62
2016-03-31 $14M 128k 110.88
2015-12-31 $14M 125k 108.01
2015-09-30 $15M 132k 109.58
2015-06-30 $13M 121k 108.78
2015-03-31 $13M 118k 111.43
2014-12-31 $13M 113k 110.12
2014-09-30 $12M 109k 109.11
2014-06-30 $12M 110k 109.40
2014-03-31 $12M 109k 107.91
2013-12-31 $11M 103k 106.43
2013-09-30 $11M 104k 107.20
2013-06-30 $15M 141k 107.23
2013-03-31 $19M 174k 110.75
2012-12-31 $14M 122k 110.00
2012-09-30 $14M 125k 112.45
2012-03-31 $11M 104k 109.85
2011-12-31 $10M 90k 110.25
2011-06-30 $15M 142k 106.67
2011-03-31 $16M 149k 105.13

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond