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iShares Lehman Aggregate Bond shares owned by Gateway Advisory

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

Historical chart of Gateway Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Gateway Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 77k 101.27
2024-06-30 $7.6M 78k 97.07
2024-03-31 $7.4M 75k 97.94
2023-12-31 $1.7M 17k 99.25
2023-09-30 $1.6M 17k 94.04
2023-06-30 $1.6M 16k 97.95
2023-03-31 $1.6M 1.6M 1.00
2022-12-31 $4.0M 41k 97.00
2022-09-30 $844k 8.8k 96.29
2022-06-30 $217k 2.1k 101.88
2022-03-31 $234k 2.2k 107.00
2021-12-31 $1.3M 12k 114.10
2021-09-30 $1.3M 12k 114.80
2021-06-30 $1.2M 11k 115.38
2021-03-31 $1.2M 10k 113.86
2020-12-31 $1.2M 10k 118.22
2020-09-30 $869k 7.4k 118.04
2020-06-30 $812k 6.9k 118.23
2020-03-31 $596k 5.2k 115.44
2019-12-31 $411k 3.7k 112.26
2019-09-30 $376k 3.3k 113.29
2019-06-30 $292k 2.6k 111.49
2019-03-31 $250k 2.3k 109.12
2018-12-31 $276k 2.6k 106.40
2017-06-30 $228k 2.1k 109.56
2017-03-31 $228k 2.1k 109.56
2016-12-31 $587k 5.4k 108.08
2015-12-31 $226k 2.1k 108.03
2013-03-31 $2.9M 26k 110.72
2012-12-31 $5.4M 49k 111.07
2012-09-30 $5.5M 49k 112.45
2012-06-30 $5.1M 46k 111.31
2012-03-31 $4.8M 44k 109.84
2011-12-31 $4.8M 43k 110.25
2011-06-30 $7.0M 65k 106.66
2011-03-31 $6.5M 62k 105.12
2010-12-31 $6.1M 57k 105.75

More positions owned by Gateway Advisory

Ishares Tr Short Treas Bd (SHV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Msci Jpn Etf New (EWJ)
Apple (AAPL)
Ishares Jp Mrgn Em Hi Bd (EMHY)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Gateway Advisory

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