Fundamentun »

iShares Lehman Aggregate Bond shares owned by Fundamentun

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

Historical chart of Fundamentun investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-03-31 $438k 4.5k 97.95
2023-12-31 $1.5M 15k 99.25
2023-03-31 $325k 3.3k 99.65
2022-12-31 $346k 3.6k 96.99
2022-09-30 $904k 9.4k 96.39
2022-06-30 $604k 5.9k 101.65
2022-03-31 $1.1M 10k 107.12
2021-12-31 $1.3M 11k 114.09
2021-09-30 $2.3M 20k 114.82
2021-03-31 $793k 7.0k 113.89

More positions owned by Fundamentun

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alps Etf Tr Smith Core Plus (SMTH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Currncy Int Eq (DDWM)

View all positions for Fundamentun

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