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iShares Lehman Aggregate Bond shares owned by LPL Financial

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

Historical chart of LPL Financial investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $636M 6.8M 94.04
2023-06-30 $558M 5.7M 97.95
2023-03-31 $583M 5.9M 99.64
2022-12-31 $651M 6.7M 96.99
2022-09-30 $682M 7.1M 96.34
2022-06-30 $482M 4.7M 101.68
2022-03-31 $486M 4.5M 107.10
2021-12-31 $514M 4.5M 114.08
2021-09-30 $582M 5.1M 114.83
2021-06-30 $607M 5.3M 115.33
2021-03-31 $665M 5.8M 113.83
2020-12-31 $726M 6.1M 118.19
2020-09-30 $695M 5.9M 118.06
2020-06-30 $716M 6.1M 118.21
2020-03-31 $816M 7.1M 115.37
2019-12-31 $859M 7.6M 112.37
2019-09-30 $865M 7.6M 113.17
2019-06-30 $765M 6.9M 111.35
2019-03-31 $714M 6.5M 109.07
2018-12-31 $593M 5.6M 106.49
2018-09-30 $460M 4.4M 105.52
2018-06-30 $441M 4.1M 106.32
2018-03-31 $441M 4.1M 107.25
2017-12-31 $516M 4.7M 109.33
2017-09-30 $494M 4.5M 109.59
2017-06-30 $414M 3.8M 109.51
2017-03-31 $2.2M 21k 108.62
2016-12-31 $2.9M 27k 108.15
2016-09-30 $2.7M 24k 111.84
2016-06-30 $5.2M 46k 112.83
2016-03-31 $832M 7.5M 110.77
2015-12-31 $779M 7.2M 108.02
2015-09-30 $208M 1.9M 109.39
2015-06-30 $187M 1.7M 108.83
2015-03-31 $207M 1.9M 111.58
2014-12-31 $176M 1.6M 110.12
2014-09-30 $139M 1.3M 109.53
2014-06-30 $192M 1.8M 109.40
2014-03-31 $175M 1.6M 107.91
2013-12-31 $126M 1.2M 106.43
2013-09-30 $125M 1.2M 106.87
2013-06-30 $134M 1.2M 107.21
2012-09-30 $169M 1.5M 112.45
2011-09-30 $155M 1.4M 110.11
2011-03-31 $7.4M 71k 105.12

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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
Betterment
UBS Group
WealthNavi
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
United Services Automobile Association

View all funds holding iShares Lehman Aggregate Bond