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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
T Rowe Price Etf Cap Appreciation (TCAF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Asia Pacif Etf (GMF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)

View all positions for Financial Consulate

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond