Homrich Berg »

iShares Lehman Aggregate Bond shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.5M 13k 114.84
2021-06-30 $1.4M 12k 115.31
2021-03-31 $1.4M 13k 113.84
2020-12-31 $1.5M 13k 118.21
2020-09-30 $1.3M 11k 118.01
2020-06-30 $1.2M 9.8k 118.20
2020-03-31 $1.1M 9.9k 115.33
2019-12-31 $1.7M 15k 112.37
2019-09-30 $1.7M 15k 113.14
2019-06-30 $1.7M 15k 111.33
2019-03-31 $1.8M 17k 109.07
2018-12-31 $2.0M 19k 106.48
2018-09-30 $1.6M 15k 105.54
2018-06-30 $1.6M 15k 106.30
2018-03-31 $1.6M 15k 107.23
2017-12-31 $1.6M 15k 109.33
2017-09-30 $1.3M 12k 109.63
2017-06-30 $1.4M 13k 109.49
2017-03-31 $1.4M 13k 108.52
2016-12-31 $1.2M 11k 108.02
2016-09-30 $984k 8.8k 112.43
2016-06-30 $670k 6.0k 112.61
2016-03-31 $612k 5.5k 110.85
2015-12-31 $2.0M 18k 107.99
2015-09-30 $418k 3.8k 109.57
2015-06-30 $534k 4.9k 108.85
2015-03-31 $573k 5.1k 111.46
2014-12-31 $754k 6.8k 110.15
2014-09-30 $1.2M 11k 109.08
2012-09-30 $204k 1.8k 112.71
2012-06-30 $201k 1.8k 111.05
2011-12-31 $479k 2.8k 170.89
2011-09-30 $438k 4.0k 110.11
2011-06-30 $408k 3.8k 106.61
2011-03-31 $217k 2.1k 105.24

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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