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iShares Lehman Aggregate Bond shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 104k 101.27
2024-06-30 $9.3M 96k 97.07
2024-03-31 $9.1M 93k 97.94
2023-12-31 $9.0M 91k 99.25
2023-09-30 $7.0M 74k 94.04
2023-06-30 $6.3M 65k 97.95
2023-03-31 $6.1M 62k 99.64
2022-12-31 $5.4M 56k 96.99
2022-09-30 $6.8M 70k 96.34
2022-06-30 $8.0M 78k 101.68
2022-03-31 $8.7M 81k 107.10
2021-12-31 $8.2M 72k 114.08
2021-09-30 $6.6M 58k 114.84
2021-06-30 $6.0M 52k 115.32
2021-03-31 $5.0M 44k 113.83
2020-12-31 $5.4M 46k 118.18
2020-09-30 $4.5M 38k 118.06
2020-06-30 $2.1M 18k 118.22
2020-03-31 $415k 3.6k 115.37
2019-12-31 $331k 3.0k 112.13
2019-09-30 $1.7M 15k 113.18
2019-06-30 $1.6M 15k 111.35
2019-03-31 $1.6M 15k 109.04
2018-12-31 $2.2M 21k 106.46
2018-09-30 $2.2M 21k 105.49
2018-06-30 $2.2M 21k 106.29
2018-03-31 $2.2M 20k 107.23
2017-12-31 $2.2M 20k 109.31
2017-09-30 $2.2M 20k 109.55
2017-06-30 $2.2M 20k 109.49
2017-03-31 $2.1M 20k 108.37
2016-12-31 $2.1M 19k 108.05
2016-09-30 $2.1M 19k 112.39
2016-06-30 $2.3M 20k 112.61
2016-03-31 $2.3M 21k 110.81
2015-12-31 $2.3M 21k 107.97
2015-09-30 $2.4M 22k 109.56
2015-06-30 $2.4M 22k 108.75
2015-03-31 $1.9M 18k 111.42
2014-12-31 $2.3M 21k 110.11
2014-09-30 $2.4M 22k 109.13
2014-06-30 $2.3M 21k 109.38
2014-03-31 $2.3M 21k 107.90
2013-12-31 $2.3M 22k 106.41
2013-09-30 $2.0M 19k 107.20
2013-06-30 $1.9M 18k 107.18

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
iShares S&P 1500 Index Fund (ITOT)
Dimensional International Core Equity 2 ETF (DFIC)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Dimensional Etf Trust (DFEM)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Vanguard Dividend Appreciation ETF (VIG)
Invesco Qqq Trust Series 1 (QQQ)
Ishares Inc msci world idx (URTH)
Pacer Fds Tr us cash cows 100 (COWZ)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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