Moisand Fitzgerald Tamayo »

iShares Lehman Aggregate Bond shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in iShares Lehman Aggregate Bond

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-09-30 $48k 469 101.27
2024-06-30 $54k 551 97.07
2024-03-31 $66k 678 97.94
2023-12-31 $139k 1.4k 99.25
2023-09-30 $214k 2.3k 94.04
2023-06-30 $238k 2.4k 97.95
2023-03-31 $242k 2.4k 99.64
2022-12-31 $246k 2.5k 96.99
2022-09-30 $267k 2.8k 96.46
2022-06-30 $313k 3.1k 101.52
2022-03-31 $332k 3.1k 107.13
2021-12-31 $352k 3.1k 114.17
2021-09-30 $363k 3.2k 114.91
2021-06-30 $364k 3.2k 115.23
2021-03-31 $368k 3.2k 113.76
2020-12-31 $382k 3.2k 118.08
2020-09-30 $382k 3.2k 118.08
2020-06-30 $382k 3.2k 118.08
2020-03-31 $373k 3.2k 115.30
2019-12-31 $396k 3.5k 112.47
2019-09-30 $396k 3.5k 113.27
2019-06-30 $386k 3.5k 111.27
2019-03-31 $376k 3.4k 109.18
2018-12-31 $366k 3.4k 106.55
2018-09-30 $360k 3.4k 105.51
2018-06-30 $360k 3.4k 106.29
2018-03-31 $360k 3.4k 107.24
2017-12-31 $356k 3.3k 109.44
2017-09-30 $374k 3.4k 109.65
2017-06-30 $371k 3.4k 109.44
2017-03-31 $365k 3.4k 108.37
2016-12-31 $364k 3.4k 108.08
2016-09-30 $379k 3.4k 112.53
2016-06-30 $379k 3.4k 112.53
2016-03-31 $389k 3.5k 110.73
2015-12-31 $422k 3.9k 107.90

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond