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iShares Lehman Aggregate Bond shares owned by Derby & Company

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

Historical chart of Derby & Company investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Derby & Company

Quarter filed Position value Share count Share price at filing
2021-09-30 $19M 163k 114.83
2021-06-30 $18M 153k 115.33
2021-03-31 $16M 144k 113.83
2020-12-31 $16M 135k 118.19
2020-09-30 $14M 119k 118.06
2020-06-30 $14M 115k 118.21
2020-03-31 $13M 113k 115.37
2019-12-31 $6.3M 56k 112.38

More positions owned by Derby & Company

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard World Fds Financials Etf (VFH)
Golub Capital BDC (GBDC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Nuveen Blmbrg Sr (SHM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)

View all positions for Derby & Company

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