Lowe fs »

iShares Lehman Aggregate Bond shares owned by Lowe fs

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

Historical chart of Lowe fs investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Lowe fs

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 196 99.99
2025-06-30 $16k 159 98.89
2025-03-31 $16k 159 98.61
2024-12-31 $107k 1.1k 96.90
2024-09-30 $14k 142 101.27
2024-06-30 $14k 142 97.07
2024-03-31 $14k 142 97.94
2023-12-31 $14k 142 99.25
2023-09-30 $13k 142 94.04
2023-06-30 $17k 172 97.95
2023-03-31 $17k 172 99.64
2022-12-31 $17k 172 96.99
2022-09-30 $17k 172 98.84
2022-06-30 $17k 172 98.84
2022-03-31 $18k 172 104.65
2021-12-31 $20k 172 116.28
2021-09-30 $20k 172 116.28
2021-06-30 $35k 307 114.01
2021-03-31 $35k 307 114.01
2020-12-31 $137k 1.2k 118.41
2020-09-30 $137k 1.2k 118.41
2020-06-30 $123k 1.0k 118.04
2020-03-31 $18k 155 116.13
2019-12-31 $143k 1.3k 112.16
2019-09-30 $160k 1.4k 113.15
2019-06-30 $157k 1.4k 111.03
2019-03-31 $154k 1.4k 108.91
2018-12-31 $153k 1.4k 106.69
2018-09-30 $159k 1.5k 105.37
2018-06-30 $202k 1.9k 106.20
2018-03-31 $249k 2.3k 107.24
2017-12-31 $256k 2.3k 109.54
2017-09-30 $139k 1.3k 109.54
2017-06-30 $125k 1.1k 109.27
2017-03-31 $125k 1.1k 108.79
2016-12-31 $128k 1.2k 108.20
2016-09-30 $96k 851 112.81
2016-06-30 $723k 6.4k 112.63
2016-03-31 $698k 6.3k 110.85
2015-12-31 $616k 5.7k 108.01

More positions owned by Lowe fs

Spdr S&p 500 Etf Etf (SPY)
Invesco QQQ Trust Unit Ser 1 (QQQ)
iShares Tr MSCI USA MinVolatility Etf (USMV)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
SPDR Portfolio Short Term Treasury ETF Etf (SPTS)
iShares Gold Trust Etf (IAU)
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL)
JPMorgan Ultra-Short Income ETF Etf (JPST)
PIMCO Enhanced Short Maturity ETF Etf (MINT)
JPMorgan Equity Premium Income ETF Etf (JEPI)
iShares International Dividend Gr ETF Etf (IGRO)
iShares DJ US Total Market Index Etf (IYY)
Vanguard High Dividend Yield ETF Etf (VYM)
Market Vectors Gold Miners ETF Etf (GDX)
Global X Copper Miners ETF Etf (COPX)

View all positions for Lowe fs

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond