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iShares Lehman Aggregate Bond shares owned by One Capital Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by One Capital Management from 13F filings

Historical chart of One Capital Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by One Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 28k 101.27
2024-06-30 $2.7M 28k 97.07
2024-03-31 $2.7M 28k 97.94
2023-12-31 $2.8M 29k 99.25
2023-09-30 $2.7M 29k 94.04
2023-06-30 $2.8M 29k 97.95
2023-03-31 $3.5M 35k 99.64
2022-12-31 $25M 259k 96.99
2022-09-30 $3.2M 33k 96.30
2022-06-30 $3.5M 35k 101.66
2022-03-31 $3.7M 35k 107.08
2021-12-31 $4.1M 36k 114.06
2021-09-30 $4.5M 39k 114.81
2021-06-30 $4.6M 40k 115.32
2021-03-31 $4.9M 43k 113.82
2020-12-31 $5.1M 43k 118.19
2020-09-30 $5.3M 45k 118.07
2020-06-30 $5.5M 46k 118.21
2020-03-31 $5.3M 46k 115.37
2019-12-31 $4.7M 42k 112.38
2019-09-30 $5.1M 45k 113.18
2019-06-30 $5.2M 47k 111.36
2019-03-31 $6.5M 59k 109.08
2018-12-31 $9.1M 85k 106.49
2018-09-30 $9.7M 92k 105.51
2018-06-30 $9.9M 94k 106.32
2018-03-31 $9.8M 92k 107.25
2017-12-31 $10M 93k 109.33
2017-09-30 $10M 91k 109.58
2015-06-30 $16M 146k 108.78
2015-03-31 $14M 130k 111.43
2014-12-31 $13M 114k 110.12
2014-09-30 $12M 112k 109.11
2014-03-31 $11M 98k 107.91

More positions owned by One Capital Management

Ishares 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
FundX ETF Fundx Etf (XCOR)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Ishr Broad Usd H/y Cp Etf Broad Usd High (USHY)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
FundX Flexible ETF Flexible Etf (XFLX)
Ishares Russ 200 Grow Etf Rus Tp200 Gr Etf (IWY)
Ishares Russ 1000 Gwt Ind Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Ishares S&p Sc 600 Gw Ind S&P SML 600 GWT (IJT)
Ishares S&p Sc 600val Ind Sp Smcp600vl Etf (IJS)

View all positions for One Capital Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond