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iShares Lehman Aggregate Bond shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $355M 3.6M 99.25
2023-09-30 $323M 3.4M 94.04
2023-06-30 $326M 3.3M 97.95
2023-03-31 $277M 2.8M 99.64
2022-12-31 $263M 2.7M 96.99
2022-09-30 $212M 2.2M 96.34
2022-06-30 $221M 2.2M 101.68
2022-03-31 $232M 2.2M 107.10
2021-12-31 $249M 2.2M 114.08
2021-09-30 $224M 1.9M 114.83
2021-06-30 $222M 1.9M 115.33
2021-03-31 $204M 1.8M 113.83
2020-12-31 $188M 1.6M 118.19
2020-09-30 $184M 1.6M 118.06
2020-06-30 $167M 1.4M 118.21
2020-03-31 $157M 1.4M 115.37
2019-12-31 $166M 1.5M 112.37
2019-09-30 $160M 1.4M 113.17
2019-06-30 $154M 1.4M 111.35
2019-03-31 $154M 1.4M 109.05
2018-12-31 $146M 1.4M 106.49
2018-09-30 $142M 1.3M 105.52
2018-06-30 $106M 993k 106.32
2018-03-31 $102M 952k 107.25
2017-12-31 $95M 866k 109.33
2017-09-30 $86M 788k 109.59
2017-06-30 $78M 708k 109.51
2017-03-31 $68M 623k 108.49
2016-12-31 $51M 472k 108.06
2016-09-30 $44M 390k 112.42
2016-06-30 $34M 302k 112.61
2016-03-31 $29M 260k 110.82
2015-12-31 $26M 237k 108.01
2015-09-30 $24M 220k 109.58
2015-06-30 $22M 200k 108.78
2015-03-31 $20M 179k 111.43
2014-12-31 $18M 161k 110.11
2014-09-30 $15M 139k 109.11
2014-06-30 $14M 128k 109.40
2014-03-31 $13M 117k 107.90
2013-12-31 $11M 107k 106.42
2013-09-30 $8.7M 81k 107.19
2013-06-30 $8.3M 78k 107.20
2012-09-30 $8.0M 71k 112.44

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Costco Wholesale Corporation (COST)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for D.A. Davidson & Co.

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