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iShares Lehman Aggregate Bond shares owned by CWM

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

Historical chart of CWM investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $64M 631k 101.27
2024-06-30 $51M 526k 97.07
2024-03-31 $55M 558k 97.94
2023-12-31 $27M 273k 99.25
2023-09-30 $18M 191k 94.04
2023-06-30 $67M 683k 97.95
2023-03-31 $62M 624k 99.64
2022-12-31 $59M 610k 96.99
2022-09-30 $65M 672k 96.34
2022-06-30 $73M 715k 101.68
2022-03-31 $84M 783k 107.10
2021-12-31 $92M 806k 114.08
2021-06-30 $93M 810k 115.33
2021-03-31 $93M 810k 115.33
2020-12-31 $93M 810k 115.33
2020-09-30 $93M 810k 115.33
2020-06-30 $93M 810k 115.33
2020-03-31 $51M 445k 115.37
2019-12-31 $93M 810k 115.33
2019-09-30 $93M 810k 115.33
2019-06-30 $46M 417k 111.35
2019-03-31 $43M 390k 109.07
2018-12-31 $47M 444k 106.49
2018-09-30 $88M 832k 105.52
2018-06-30 $83M 780k 106.32
2018-03-31 $66M 619k 107.25
2017-12-31 $57M 522k 109.33
2017-09-30 $104M 948k 109.59
2017-06-30 $73M 668k 109.51
2017-03-31 $49M 450k 108.49
2016-12-31 $23M 210k 108.06
2016-09-30 $23M 208k 112.42
2016-06-30 $33M 293k 112.62
2016-03-31 $24M 216k 110.82
2015-12-31 $4.0M 37k 108.02
2015-09-30 $42k 383 109.66
2013-12-31 $6.0k 58 103.45

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond