Colorado Capital Management »

iShares Lehman Aggregate Bond shares owned by Colorado Capital Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Colorado Capital Management from 13F filings

Historical chart of Colorado Capital Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Colorado Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 2.2k 98.05
2023-12-31 $213k 2.2k 98.98
2023-09-30 $216k 2.3k 93.83
2023-06-30 $563k 5.8k 97.86
2023-03-31 $229k 2.3k 99.48
2022-12-31 $377k 382 986.91
2022-09-30 $312k 3.2k 96.12
2022-06-30 $361k 3.6k 101.69
2022-03-31 $454k 4.2k 107.03
2021-12-31 $544k 4.8k 114.05
2021-09-30 $548k 4.8k 114.84
2021-06-30 $919k 8.0k 115.29
2021-03-31 $969k 8.5k 113.75
2020-12-31 $1.1M 9.0k 118.08
2020-09-30 $1.1M 9.0k 118.08
2020-06-30 $1.1M 9.0k 118.08
2020-03-31 $982k 8.5k 115.33
2019-12-31 $998k 8.9k 112.37
2019-09-30 $1.0M 9.1k 113.09
2019-06-30 $1.0M 9.1k 111.34
2019-03-31 $1.0M 9.3k 109.03
2018-12-31 $1.0M 9.5k 106.43
2018-09-30 $1.0M 9.8k 105.13
2018-06-30 $1.1M 11k 106.34
2018-03-31 $1.0M 9.7k 107.22
2017-12-31 $1.1M 10k 109.30
2017-09-30 $1.1M 11k 109.58
2017-06-30 $1.2M 11k 109.50
2017-03-31 $1.2M 11k 108.53
2016-12-31 $1.3M 12k 108.04
2016-09-30 $1.4M 13k 112.39
2016-06-30 $1.4M 13k 112.55
2016-03-31 $1.5M 14k 110.82
2015-12-31 $1.5M 14k 108.02

More positions owned by Colorado Capital Management

Dimensional Etf Trust Us Mktwide Val (DFUV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Dbx Etf Tr Xtrckr Msci Us (USSG)
Claymore Exchange Trd Fd Tr Gugg S&p Gbl Wtr
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Colorado Capital Management

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