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iShares Lehman Aggregate Bond shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary 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 Gallagher Fiduciary 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $30M 306k 99.25
2023-09-30 $29M 310k 94.04
2023-06-30 $32M 321k 97.95
2023-03-31 $32M 320k 99.64

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Franklin Resources (BEN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Cleveland-cliffs (CLF)

View all positions for Gallagher Fiduciary 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