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iShares Lehman Aggregate Bond shares owned by Concorde Asset Management

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

Historical chart of Concorde Asset 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 Concorde Asset 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 Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 2.8k 100.31
2025-03-31 $234k 2.4k 97.97
2024-12-31 $247k 2.5k 96.90
2024-09-30 $239k 2.4k 101.29
2024-06-30 $246k 2.5k 97.06
2023-12-31 $255k 2.6k 99.23
2023-09-30 $242k 2.6k 94.00
2023-06-30 $343k 3.5k 98.00
2022-09-30 $622k 6.5k 96.34
2021-03-31 $287k 2.5k 113.75
2020-12-31 $396k 3.4k 118.14
2020-09-30 $402k 3.4k 118.13
2020-06-30 $1.1M 9.1k 118.19
2020-03-31 $326k 2.8k 115.52
2019-12-31 $317k 2.8k 112.54
2019-09-30 $425k 3.8k 113.20
2019-06-30 $561k 5.0k 111.47
2019-03-31 $487k 4.5k 109.01
2018-12-31 $609k 5.7k 106.57
2018-09-30 $601k 5.7k 105.53
2018-06-30 $646k 6.1k 106.16
2018-03-31 $649k 6.1k 106.86
2017-12-31 $647k 5.9k 109.38
2017-09-30 $1.0M 9.2k 109.89
2017-06-30 $668k 6.1k 109.56
2017-03-31 $511k 4.7k 108.62
2016-12-31 $661k 6.1k 108.04
2016-09-30 $573k 5.1k 112.43
2016-06-30 $478k 4.2k 112.73
2016-03-31 $1.0M 9.3k 110.83
2015-12-31 $537k 5.0k 108.11
2015-09-30 $383k 3.5k 109.65
2015-06-30 $238k 2.3k 105.26

More positions owned by Concorde Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange Traded Cloud Computing (SKYY)

View all positions for Concorde Asset Management

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