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iShares Lehman Aggregate Bond shares owned by GM Advisory

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

Historical chart of GM Advisory investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by GM 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 92k 101.27
2024-06-30 $8.8M 91k 97.07
2024-03-31 $9.0M 92k 97.94
2023-12-31 $9.5M 96k 99.25
2023-09-30 $9.1M 97k 94.04
2023-06-30 $9.6M 98k 97.95
2023-03-31 $9.6M 96k 99.64
2022-12-31 $9.6M 99k 96.99
2022-09-30 $12M 124k 96.34
2022-06-30 $14M 133k 101.68
2022-03-31 $15M 137k 107.10
2021-12-31 $16M 143k 114.08
2021-09-30 $15M 126k 114.83
2021-06-30 $14M 124k 115.33
2021-03-31 $12M 108k 113.83
2020-12-31 $13M 106k 118.19
2020-09-30 $11M 95k 118.06
2020-06-30 $11M 94k 118.21
2020-03-31 $11M 92k 115.37
2019-12-31 $4.6M 41k 112.38
2019-09-30 $4.0M 35k 113.16
2019-06-30 $3.3M 30k 111.34
2019-03-31 $2.4M 22k 109.06
2018-12-31 $1.6M 15k 106.51
2018-09-30 $1.3M 12k 105.49
2018-03-31 $315k 2.9k 107.22
2017-03-31 $1.4M 13k 108.49
2016-12-31 $9.0M 83k 108.06
2016-09-30 $8.3M 74k 112.42
2016-06-30 $8.1M 72k 112.62
2016-03-31 $5.8M 52k 110.73
2015-12-31 $6.2M 58k 108.01
2015-09-30 $20M 180k 109.58
2015-06-30 $22M 205k 108.78
2015-03-31 $19M 166k 111.43

More positions owned by GM Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Total Usd (IUSB)
Aon Shs Cl A (AON)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for GM Advisory

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond