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iShares Lehman Aggregate Bond shares owned by Pacific Financial Group

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

Historical chart of Pacific Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Pacific Financial 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 Pacific Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 100.25
2025-06-30 $1.1M 11k 99.20
2025-03-31 $1.0M 10k 98.92
2024-12-31 $978k 10k 96.90
2024-09-30 $986k 9.7k 101.27
2024-06-30 $1.0M 11k 97.07
2024-03-31 $1.0M 11k 97.94
2023-12-31 $1.1M 11k 99.25
2023-09-30 $1.0M 11k 94.04
2023-06-30 $1.1M 11k 97.95
2023-03-31 $1.1M 11k 99.64
2022-12-31 $1.9M 20k 96.99
2022-09-30 $1.9M 20k 96.34
2022-06-30 $2.3M 22k 101.68
2022-03-31 $2.4M 23k 107.10
2021-12-31 $2.6M 24k 112.59
2021-09-30 $2.7M 24k 114.84
2021-06-30 $2.8M 24k 115.35
2021-03-31 $3.1M 27k 113.85
2020-12-31 $3.3M 28k 118.19
2020-09-30 $3.3M 28k 118.06
2020-06-30 $3.3M 29k 115.37
2020-03-31 $3.3M 29k 115.37
2019-12-31 $3.3M 29k 112.36
2019-09-30 $3.2M 29k 111.37
2019-06-30 $3.2M 29k 109.08
2019-03-31 $3.2M 29k 109.08
2018-12-31 $2.7M 26k 106.50
2015-12-31 $261k 2.4k 108.12
2015-09-30 $265k 2.4k 109.55
2015-03-31 $2.5M 22k 111.45
2014-12-31 $5.0M 46k 110.11
2012-06-30 $1.0M 9.2k 111.29
2012-03-31 $2.1M 19k 109.86
2011-12-31 $4.6M 42k 110.25
2011-09-30 $4.8M 44k 110.12
2011-06-30 $1.3M 12k 106.68

More positions owned by Pacific Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Pacific Financial 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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond