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iShares Lehman Aggregate Bond shares owned by Founders Financial Securities

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

Historical chart of Founders Financial Securities investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 167k 97.94
2023-12-31 $12M 124k 99.25
2023-09-30 $11M 118k 94.04
2023-06-30 $7.5M 77k 97.95
2023-03-31 $6.2M 63k 99.64
2022-12-31 $5.4M 56k 96.99
2022-09-30 $3.7M 39k 96.35
2022-06-30 $6.5M 64k 101.68
2022-03-31 $6.5M 61k 107.10
2021-12-31 $13M 110k 114.08
2021-09-30 $12M 108k 114.83
2021-06-30 $11M 96k 115.33
2021-03-31 $10M 91k 113.83
2020-12-31 $14M 122k 118.19
2020-09-30 $13M 108k 118.06
2020-06-30 $11M 96k 118.21
2020-03-31 $3.6M 31k 115.38
2019-12-31 $10M 92k 112.37
2019-09-30 $11M 94k 113.17
2019-06-30 $11M 98k 111.35
2019-03-31 $14M 130k 109.07
2018-12-31 $9.2M 87k 106.49
2018-09-30 $12M 112k 105.52
2018-06-30 $11M 108k 106.32
2018-03-31 $10M 94k 107.25
2017-12-31 $9.6M 88k 109.33
2017-09-30 $8.8M 80k 109.59
2017-06-30 $7.6M 70k 109.51
2017-03-31 $7.6M 70k 108.49
2016-12-31 $7.2M 66k 108.06
2016-09-30 $9.0M 80k 112.42
2016-06-30 $3.2M 28k 112.60
2016-03-31 $3.2M 29k 110.84
2015-12-31 $3.3M 31k 108.00
2015-09-30 $3.3M 30k 109.57
2015-06-30 $2.2M 20k 108.77
2015-03-31 $2.1M 19k 111.44
2014-12-31 $1.7M 15k 110.10
2014-09-30 $1.7M 16k 109.08
2014-06-30 $1.1M 10k 109.37
2014-03-31 $998k 9.2k 107.96
2013-12-31 $970k 9.1k 106.44

More positions owned by Founders Financial Securities

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Strategy Day Hagan Ned (SSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Founders Financial Securities

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