First Foundation Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Philip Morris International (PM)

View all positions for First Foundation Advisors

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond