Global Retirement Partners »

iShares Lehman Aggregate Bond shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $41M 408k 101.27
2024-06-30 $36M 374k 97.07
2024-03-31 $33M 338k 97.94
2023-12-31 $32M 321k 98.36
2023-09-30 $27M 293k 93.05
2023-06-30 $29M 298k 97.95
2023-03-31 $31M 306k 100.09
2022-12-31 $30M 308k 96.99
2022-09-30 $6.6M 69k 94.90
2022-06-30 $6.0M 59k 101.69
2022-03-31 $6.2M 60k 103.60
2021-09-30 $4.1M 35k 114.83
2021-06-30 $4.4M 38k 115.34
2021-03-31 $4.1M 36k 113.82
2020-12-31 $4.9M 41k 118.19
2020-09-30 $5.4M 46k 118.06
2020-06-30 $5.7M 48k 118.20
2020-03-31 $4.6M 40k 115.36
2019-12-31 $2.9M 26k 112.35
2019-09-30 $2.9M 26k 113.15
2019-06-30 $2.9M 26k 111.35
2019-03-31 $2.1M 20k 109.09
2018-12-31 $2.0M 19k 106.49
2018-09-30 $1.9M 18k 105.50
2018-06-30 $1.9M 18k 106.35
2018-03-31 $1.3M 13k 107.27
2017-12-31 $1.4M 13k 109.33
2017-09-30 $1.2M 11k 109.63
2017-06-30 $901k 8.2k 109.48
2017-03-31 $793k 7.3k 108.51
2016-12-31 $1.0M 9.4k 108.07

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond