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iShares Lehman Aggregate Bond shares owned by Financial Consulate

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

Historical chart of Financial Consulate investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Financial Consulate 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 Consulate

Quarter filed Position value Share count Share price at filing
2025-09-30 $522k 5.2k 100.25
2025-06-30 $516k 5.2k 99.20
2025-03-31 $596k 6.0k 98.92
2024-12-31 $976k 10k 96.90
2024-09-30 $1.0M 10k 101.27
2024-06-30 $977k 10k 97.07
2024-03-31 $1.0M 10k 97.94
2023-12-31 $1.1M 11k 99.25
2023-09-30 $971k 10k 94.04
2023-06-30 $1.0M 10k 97.95
2023-03-31 $1.0M 10k 99.64
2022-12-31 $1.8M 19k 96.99
2022-09-30 $995k 10k 96.36
2022-06-30 $1.1M 10k 101.69
2022-03-31 $1.1M 10k 107.11
2021-12-31 $1.2M 10k 114.08
2021-09-30 $1.2M 10k 114.86
2021-06-30 $1.2M 10k 115.34
2021-03-31 $1.2M 10k 113.79
2020-12-31 $1.2M 10k 118.15
2020-09-30 $1.2M 10k 118.05
2020-06-30 $1.2M 10k 118.25
2020-03-31 $1.2M 11k 115.38
2019-12-31 $1.2M 11k 112.37
2019-09-30 $1.2M 11k 113.21
2019-06-30 $1.3M 12k 111.36
2019-03-31 $1.3M 12k 109.07
2018-12-31 $1.6M 15k 106.51
2018-09-30 $1.7M 16k 105.53
2018-06-30 $1.7M 16k 106.34
2018-03-31 $1.7M 16k 107.22
2017-12-31 $2.7M 24k 109.34
2017-09-30 $2.7M 25k 109.59
2017-06-30 $2.6M 24k 109.51
2017-03-31 $2.7M 25k 108.48
2016-12-31 $2.9M 27k 108.05
2016-09-30 $3.3M 29k 112.41
2016-06-30 $912k 8.1k 112.56
2016-03-31 $731k 6.6k 110.84
2015-12-31 $649k 6.0k 107.95
2015-09-30 $631k 5.8k 109.62
2015-06-30 $498k 4.6k 108.83
2015-03-31 $511k 4.6k 111.33
2014-12-31 $1.3M 12k 110.13

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
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T Rowe Price Etf Cap Appreciation (TCAF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Mccormick & Co Com Non Vtg (MKC)
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View all positions for Financial Consulate

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