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iShares Lehman Aggregate Bond shares owned by Financial Architects

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

Historical chart of Financial Architects investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Financial Architects

Quarter filed Position value Share count Share price at filing
2023-06-30 $227k 2.3k 97.95
2021-12-31 $258k 2.3k 114.21
2021-09-30 $209k 1.8k 114.77
2021-06-30 $210k 1.8k 115.32
2021-03-31 $201k 1.8k 113.82
2020-12-31 $222k 1.9k 118.09
2020-09-30 $213k 1.8k 118.20
2020-06-30 $213k 1.8k 118.20
2020-03-31 $208k 1.8k 115.43
2019-12-31 $209k 1.9k 112.24
2019-09-30 $220k 1.9k 113.11
2019-06-30 $283k 2.5k 111.24
2019-03-31 $87k 807 107.14
2018-12-31 $77k 765 100.00
2018-09-30 $96k 909 105.53
2018-06-30 $97k 919 105.63
2018-03-31 $80k 762 104.48
2017-12-31 $76k 695 109.35
2017-09-30 $76k 695 109.35
2017-06-30 $56k 514 108.95
2017-03-31 $56k 514 108.95
2016-12-31 $58k 534 108.61
2016-09-30 $121k 1.1k 112.56
2016-06-30 $138k 1.2k 112.29
2016-03-31 $138k 1.2k 111.20
2015-06-30 $79k 724 109.12
2015-03-31 $117k 1.0k 111.75
2014-12-31 $42k 385 109.09
2014-06-30 $129k 1.2k 109.51
2013-09-30 $43k 400 107.50
2013-06-30 $43k 400 107.50
2013-03-31 $68k 620 109.68
2012-12-31 $44k 400 110.00
2012-06-30 $44k 400 110.00
2012-03-31 $33k 300 110.00
2011-12-31 $44k 400 110.00
2011-09-30 $11k 100 110.00
2011-06-30 $11k 100 110.00
2011-03-31 $11k 100 110.00
2010-12-31 $11k 100 110.00

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
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Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Financial Architects

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond