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iShares Lehman Aggregate Bond shares owned by Peak Financial Management

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

Historical chart of Peak Financial 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 Peak Financial 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 106k 101.27
2024-06-30 $10M 103k 97.07
2024-03-31 $11M 108k 97.94
2023-12-31 $11M 109k 99.25
2023-09-30 $11M 118k 94.04
2023-06-30 $12M 118k 97.95
2023-03-31 $12M 119k 99.64
2022-12-31 $11M 116k 96.99
2022-09-30 $11M 112k 96.34
2022-06-30 $12M 115k 101.68
2022-03-31 $12M 109k 107.10
2021-12-31 $12M 108k 114.08
2021-09-30 $12M 102k 114.83
2021-06-30 $12M 100k 115.33
2021-03-31 $11M 93k 113.83
2020-12-31 $10M 87k 118.19
2020-09-30 $9.8M 83k 118.06
2020-06-30 $9.0M 76k 118.22
2020-03-31 $9.1M 79k 115.37
2019-12-31 $9.6M 85k 112.37
2019-09-30 $9.6M 85k 113.17
2019-06-30 $9.2M 83k 111.35
2019-03-31 $8.8M 81k 109.07
2018-12-31 $9.4M 88k 106.49
2018-09-30 $10M 96k 105.52
2018-06-30 $10M 98k 106.32
2018-03-31 $11M 103k 107.25
2017-12-31 $14M 127k 109.33
2017-09-30 $15M 136k 109.59
2017-06-30 $15M 140k 109.51
2017-03-31 $15M 136k 108.49
2016-12-31 $15M 136k 108.06
2016-09-30 $16M 138k 112.42
2016-06-30 $16M 138k 112.61
2015-12-31 $16M 146k 108.01

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

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