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iShares Lehman Aggregate Bond shares owned by Family Firm

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

Historical chart of Family Firm investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Family Firm

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.0M 61k 99.20
2025-03-31 $5.5M 56k 98.92
2024-12-31 $5.3M 55k 96.90
2024-09-30 $5.5M 54k 101.27
2024-06-30 $5.4M 56k 97.07
2024-03-31 $5.3M 54k 97.94
2023-12-31 $5.0M 51k 99.25
2023-09-30 $4.7M 51k 94.04
2023-06-30 $5.0M 51k 97.95
2023-03-31 $5.1M 51k 99.64
2022-12-31 $4.6M 48k 96.99
2022-09-30 $5.9M 62k 96.34
2022-06-30 $6.8M 60k 114.08
2022-03-31 $6.8M 60k 114.08
2021-12-31 $6.8M 60k 114.08
2021-09-30 $6.4M 57k 114.09
2021-06-30 $6.5M 56k 115.34
2021-03-31 $6.2M 55k 113.83
2020-12-31 $6.3M 54k 117.25
2020-09-30 $6.5M 55k 118.06
2020-06-30 $6.5M 55k 118.21
2020-03-31 $6.6M 57k 115.37
2019-12-31 $6.5M 58k 112.36
2019-09-30 $6.7M 59k 113.17
2019-06-30 $6.6M 60k 111.34
2019-03-31 $6.7M 61k 109.07
2018-12-31 $7.1M 67k 106.50
2018-09-30 $7.3M 69k 105.53
2018-06-30 $7.3M 68k 106.32
2018-03-31 $7.2M 68k 107.26
2017-12-31 $7.3M 66k 109.33
2017-09-30 $7.4M 68k 109.59
2017-06-30 $7.5M 69k 109.51
2017-03-31 $7.6M 70k 108.50
2016-12-31 $8.2M 76k 108.06
2016-09-30 $8.5M 76k 112.41
2016-06-30 $8.5M 76k 112.62
2016-03-31 $8.6M 78k 110.83
2015-12-31 $9.0M 84k 108.01
2015-09-30 $9.5M 87k 109.58
2015-06-30 $9.7M 89k 108.78
2015-03-31 $10M 91k 111.43
2014-12-31 $10M 94k 110.12

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Schwab U S Broad Market Etf Etf (SCHB)
Ishares Tips Bond Etf Etf (TIP)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Nvidia Corporation Stock (NVDA)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares International Treasury Bond Etf Etf (IGOV)
Apple Stock (AAPL)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Family Firm

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
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond