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iShares Lehman Aggregate Bond shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 106k 101.27
2024-06-30 $8.9M 91k 97.07
2024-03-31 $7.2M 74k 97.94
2023-12-31 $6.3M 63k 99.25
2023-09-30 $5.2M 55k 94.04
2023-06-30 $5.7M 58k 97.95
2023-03-31 $6.3M 63k 99.64
2022-12-31 $6.1M 61k 100.16
2022-09-30 $6.7M 70k 96.34
2022-06-30 $6.5M 64k 101.68
2022-03-31 $7.3M 68k 107.10
2021-12-31 $7.1M 62k 114.08
2021-09-30 $7.2M 63k 114.83
2021-06-30 $7.2M 62k 115.33
2021-03-31 $6.4M 56k 113.83
2020-12-31 $3.9M 33k 118.19
2020-09-30 $3.7M 31k 118.06
2020-06-30 $3.7M 31k 118.21
2020-03-31 $3.5M 31k 115.37
2019-12-31 $3.3M 30k 112.37
2019-09-30 $3.4M 30k 113.17
2019-06-30 $3.1M 13k 242.85
2019-03-31 $3.0M 532k 5.59
2018-12-31 $2.9M 27k 106.49
2018-09-30 $2.9M 27k 105.52
2018-06-30 $3.0M 46k 64.55
2018-03-31 $2.9M 27k 107.24
2017-12-31 $2.5M 23k 109.34
2017-09-30 $2.4M 22k 109.58
2017-03-31 $2.0M 18k 108.47
2016-12-31 $2.0M 18k 108.08
2016-09-30 $1.4M 13k 112.40
2016-06-30 $1.4M 13k 112.64
2016-03-31 $1.4M 13k 110.86
2015-12-31 $935k 8.7k 107.97

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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