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iShares Lehman Aggregate Bond shares owned by Financeware

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

Historical chart of Financeware investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financeware

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 24k 101.27
2024-06-30 $2.1M 22k 97.07
2024-03-31 $2.6M 26k 97.94
2023-12-31 $3.2M 33k 99.25
2023-09-30 $3.6M 38k 94.04
2023-06-30 $3.1M 32k 97.95
2023-03-31 $1.9M 19k 99.64
2022-12-31 $2.1M 22k 96.99
2022-09-30 $2.1M 22k 96.34
2022-06-30 $2.3M 23k 101.68
2022-03-31 $10M 93k 107.10
2021-12-31 $11M 98k 114.08
2021-09-30 $11M 99k 114.83
2021-06-30 $136M 1.2M 115.33
2021-03-31 $117M 1.0M 113.83
2020-12-31 $112M 943k 118.19
2020-09-30 $103M 869k 118.06
2020-06-30 $100M 844k 118.21
2020-03-31 $41M 354k 115.37
2019-12-31 $2.7M 24k 112.39
2019-09-30 $2.7M 24k 113.17
2019-06-30 $1.8M 17k 111.34
2019-03-31 $2.0M 18k 109.06
2018-12-31 $1.6M 15k 106.48
2018-09-30 $1.6M 15k 105.51
2018-06-30 $1.6M 15k 106.33
2018-03-31 $1.5M 14k 107.26
2017-12-31 $1.5M 13k 109.32
2017-09-30 $1.6M 15k 109.56
2017-06-30 $1.5M 13k 109.53
2017-03-31 $1.4M 13k 108.52
2016-12-31 $1.3M 12k 108.07
2016-09-30 $843k 7.5k 112.43
2016-06-30 $825k 7.3k 112.55
2016-03-31 $875k 7.9k 110.79
2015-12-31 $838k 7.8k 108.00
2015-09-30 $1.1M 9.6k 109.55
2015-06-30 $498k 4.6k 108.85
2015-03-31 $686k 6.2k 111.40
2014-12-31 $169k 1.5k 110.17
2014-09-30 $167k 1.5k 108.87
2014-06-30 $110k 1.0k 108.91
2014-03-31 $109k 1.0k 107.92

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Physical Silver Tr Tr Unit (PSLV)
Sprott Physical Gold Tr Unit (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Financeware

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