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iShares Lehman Aggregate Bond shares owned by First Foundation Advisors

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

Historical chart of First Foundation Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $30M 307k 96.90
2024-09-30 $28M 277k 101.27
2024-06-30 $25M 252k 97.07
2024-03-31 $21M 217k 97.94
2023-12-31 $14M 140k 99.25
2023-09-30 $13M 136k 94.04
2023-06-30 $8.5M 87k 97.95
2023-03-31 $8.3M 83k 99.64
2022-12-31 $6.1M 63k 96.99
2022-09-30 $8.3M 87k 96.34
2022-06-30 $13M 132k 101.68
2022-03-31 $3.8M 36k 107.09
2021-12-31 $4.3M 38k 114.07
2021-09-30 $3.2M 28k 114.84
2021-06-30 $6.2M 54k 115.32
2021-03-31 $7.2M 63k 113.83
2020-12-31 $8.8M 74k 118.19
2020-09-30 $8.6M 73k 118.06
2020-06-30 $7.6M 65k 118.21
2020-03-31 $2.8M 25k 115.38
2019-12-31 $6.9M 62k 112.37
2019-09-30 $11M 93k 113.17
2019-06-30 $952k 8.5k 111.37
2019-03-31 $886k 8.1k 109.05
2018-12-31 $1.5M 14k 106.46
2018-09-30 $384k 3.6k 105.44
2017-12-31 $723k 6.6k 109.28
2017-09-30 $213k 1.9k 109.34
2017-06-30 $213k 1.9k 109.34
2017-03-31 $211k 1.9k 108.32
2016-12-31 $5.8M 54k 108.07
2016-09-30 $265k 2.4k 112.34
2016-06-30 $286k 2.5k 112.60
2015-12-31 $2.8M 26k 108.03
2015-09-30 $564k 5.1k 109.64
2015-03-31 $632k 5.7k 111.46
2014-12-31 $9.4M 86k 110.12

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Tr Rus Mid Cap Etf (IWR)
United Parcel Service CL B (UPS)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for First Foundation Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
BlackRock
Us Bancorp
Morgan Stanley
Mercer Global Advisors
Betterment
Ameriprise Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
Northern Trust

View all funds holding iShares Lehman Aggregate Bond