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iShares Lehman Aggregate Bond shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 4.7k 100.25
2025-06-30 $515k 5.2k 99.19
2025-03-31 $421k 4.3k 98.93
2024-12-31 $503k 5.2k 96.91
2024-09-30 $602k 6.2k 97.66
2024-06-30 $433k 4.5k 97.07
2024-03-31 $394k 4.1k 96.44
2023-12-31 $492k 5.0k 99.27
2023-09-30 $363k 3.9k 94.05
2023-06-30 $426k 4.3k 97.95
2023-03-31 $489k 4.9k 99.64
2022-12-31 $634k 6.5k 96.99
2022-09-30 $1.4M 15k 96.31
2022-06-30 $1.3M 13k 101.68
2022-03-31 $1.2M 11k 102.86
2021-12-31 $703k 6.2k 114.01
2021-09-30 $495k 4.3k 114.74
2021-06-30 $470k 4.1k 115.37
2021-03-31 $517k 4.5k 114.74
2020-12-31 $612k 5.2k 118.10
2020-09-30 $706k 6.0k 118.02
2020-06-30 $721k 6.1k 118.12
2020-03-31 $1.8M 16k 114.71
2019-12-31 $1.8M 16k 112.40
2019-09-30 $1.8M 16k 113.10
2019-06-30 $2.1M 19k 111.16
2019-03-31 $2.3M 21k 108.29
2018-12-31 $2.3M 22k 106.51
2018-09-30 $2.4M 23k 105.22
2018-06-30 $2.8M 27k 106.30
2018-03-31 $3.5M 33k 107.23
2017-12-31 $4.0M 37k 109.33
2017-09-30 $4.1M 37k 109.60
2017-06-30 $3.5M 32k 109.52
2017-03-31 $3.0M 28k 108.51

More positions owned by Continuum Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Msci Usa Strtgic (QUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Continuum Advisory

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