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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by CLS Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr S&p Divid Etf (SDY)

View all positions for CLS Investments

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