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iShares Lehman Aggregate Bond shares owned by Mather Group

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

Historical chart of Mather Group investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Mather Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $54M 541k 100.25
2025-06-30 $45M 455k 99.20
2025-03-31 $41M 415k 98.92
2024-12-31 $36M 367k 96.90
2024-09-30 $23M 223k 101.27
2024-06-30 $9.6M 98k 97.94
2024-03-31 $676k 6.8k 99.25
2023-12-31 $633k 6.4k 99.25
2023-09-30 $454k 4.8k 94.03
2023-06-30 $625k 6.4k 97.95
2023-03-31 $1.2M 12k 99.64
2022-12-31 $735k 7.6k 96.99
2022-09-30 $315k 3.3k 96.30
2022-06-30 $377k 3.7k 101.78
2022-03-31 $335k 3.1k 107.17
2021-12-31 $387k 3.4k 113.96
2021-09-30 $458k 4.0k 114.93
2021-06-30 $510k 4.4k 115.41
2021-03-31 $1.6M 14k 113.81
2020-12-31 $1.7M 15k 118.19
2020-09-30 $2.0M 17k 118.08
2020-06-30 $2.4M 20k 118.20
2020-03-31 $1.9M 17k 115.35
2019-12-31 $2.2M 20k 112.35
2019-09-30 $2.2M 20k 113.15
2019-06-30 $2.6M 23k 111.37
2019-03-31 $1.9M 17k 109.10
2018-12-31 $2.8M 26k 106.50
2018-09-30 $2.7M 26k 105.51
2018-06-30 $2.9M 27k 106.33
2018-03-31 $2.8M 26k 107.24
2017-12-31 $3.1M 28k 109.32
2017-09-30 $3.3M 30k 109.58
2017-06-30 $3.1M 28k 109.52
2017-03-31 $3.0M 28k 108.49
2016-12-31 $2.7M 25k 108.07
2016-09-30 $2.6M 23k 112.42
2016-06-30 $2.5M 22k 112.61
2016-03-31 $2.3M 21k 110.80
2013-06-30 $2.2M 20k 107.18
2013-03-31 $2.2M 20k 110.75
2012-12-31 $2.0M 18k 111.33
2012-09-30 $1.9M 17k 112.47
2012-06-30 $1.6M 14k 111.34
2012-03-31 $1.4M 13k 109.88
2011-12-31 $526k 4.8k 110.16
2011-09-30 $410k 3.7k 110.10

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Lennox International (LII)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust Portfolio Ln Tsr (SPTL)

View all positions for Mather Group

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