Creative Financial Designs »

iShares Lehman Aggregate Bond shares owned by Creative Financial Designs

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Creative Financial Designs from 13F filings

Historical chart of Creative Financial Designs investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 2.4k 100.26
2025-06-30 $784k 7.9k 99.20
2025-03-31 $845k 8.5k 98.92
2024-12-31 $1.3M 13k 96.90
2024-09-30 $1.1M 11k 101.27
2024-06-30 $884k 9.1k 97.07
2024-03-31 $889k 9.1k 97.95
2023-12-31 $743k 7.5k 99.25
2023-09-30 $529k 5.6k 94.04
2023-06-30 $602k 6.1k 97.95
2023-03-31 $710k 7.1k 99.64
2022-12-31 $314k 3.2k 96.99
2022-09-30 $239k 2.5k 96.29
2022-06-30 $247k 2.4k 101.69
2022-03-31 $96k 900 106.67
2021-12-31 $87k 762 114.17
2021-09-30 $367k 3.2k 114.90
2021-06-30 $373k 3.2k 115.34
2021-03-31 $437k 3.8k 113.92
2020-12-31 $348k 2.9k 118.21
2020-09-30 $310k 2.6k 118.05
2020-06-30 $313k 2.6k 118.34
2020-03-31 $205k 1.8k 115.62
2019-12-31 $233k 2.1k 112.78
2019-09-30 $325k 2.9k 113.36
2019-06-30 $320k 2.9k 111.03
2019-03-31 $334k 3.1k 108.97
2018-12-31 $435k 4.1k 106.54
2018-09-30 $538k 5.1k 105.55
2018-06-30 $362k 3.4k 106.44
2018-03-31 $359k 3.3k 107.26
2017-12-31 $584k 5.3k 109.24
2017-09-30 $689k 6.3k 109.66
2017-06-30 $766k 7.0k 109.54
2017-03-31 $453k 4.2k 108.40
2016-12-31 $50k 464 107.76

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Mastercard Foundation Asset Management Corp
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group

View all funds holding iShares Lehman Aggregate Bond