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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
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)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond