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iShares Lehman Aggregate Bond shares owned by Proficio Capital Partners

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

Historical chart of Proficio Capital Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Proficio Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 53k 100.25
2025-06-30 $5.2M 53k 99.20
2025-03-31 $5.7M 59k 98.21
2024-12-31 $6.2M 68k 90.68
2024-09-30 $15M 149k 101.27
2024-06-30 $2.9M 30k 97.07
2024-03-31 $5.5M 56k 97.94
2023-06-30 $208k 2.1k 97.95
2023-03-31 $200M 28k 7132.41
2022-12-31 $366k 3.8k 96.99
2022-09-30 $664k 6.9k 96.34
2022-06-30 $1.5M 14k 101.71
2022-03-31 $12M 115k 107.10
2021-12-31 $16M 142k 114.08
2021-09-30 $1.0M 9.1k 114.85
2020-12-31 $892k 7.5k 118.26
2020-09-30 $1.1M 8.9k 118.02
2020-06-30 $6.1M 52k 118.21
2020-03-31 $11M 97k 116.71
2019-12-31 $3.6M 32k 112.37
2019-09-30 $2.4M 21k 113.19
2019-06-30 $2.0k 20 100.00
2019-03-31 $2.0k 20 100.00
2018-12-31 $2.0k 20 100.00
2018-09-30 $2.0k 20 100.00
2018-06-30 $36k 337 106.82
2018-03-31 $70k 650 107.69
2017-12-31 $71k 650 109.23
2017-09-30 $261k 2.4k 109.39
2017-06-30 $258k 2.4k 109.79
2017-03-31 $257k 2.4k 109.36
2016-12-31 $240k 2.2k 107.87
2016-09-30 $287k 2.6k 112.33
2016-06-30 $292k 2.6k 112.83
2016-03-31 $90k 810 111.11

More positions owned by Proficio Capital Partners

Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Russell 3000 Etf (IWV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Goldman Sachs Physical Gold Unit (AAAU)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr 3yrtb Etf (ISHG)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Proficio Capital Partners

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
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond