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iShares Lehman Aggregate Bond shares owned by Pure Financial Advisors

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

Historical chart of Pure Financial 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 Pure Financial 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 Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 254k 100.25
2025-06-30 $24M 245k 99.20
2025-03-31 $23M 235k 98.92
2024-12-31 $22M 224k 96.90
2024-09-30 $16M 161k 101.27
2024-06-30 $16M 168k 97.07
2024-03-31 $14M 145k 97.94
2023-12-31 $13M 133k 99.25
2023-09-30 $16M 167k 94.04
2023-06-30 $12M 118k 97.95
2023-03-31 $11M 112k 99.64
2022-12-31 $9.8M 101k 96.99
2022-09-30 $7.6M 79k 96.34
2022-06-30 $7.3M 72k 101.69
2022-03-31 $8.4M 78k 107.10
2021-12-31 $6.2M 55k 114.08
2021-09-30 $6.5M 56k 114.84
2021-06-30 $6.2M 54k 115.33
2021-03-31 $6.0M 53k 113.82
2020-12-31 $4.1M 35k 118.18
2020-09-30 $4.2M 35k 118.06
2020-06-30 $2.2M 18k 118.21
2020-03-31 $2.0M 17k 115.37
2019-12-31 $3.8M 34k 112.38
2019-09-30 $3.7M 33k 113.16
2019-06-30 $3.7M 33k 111.35
2019-03-31 $3.5M 32k 109.08
2018-12-31 $3.7M 35k 106.48
2018-09-30 $4.1M 39k 105.53
2018-06-30 $4.1M 39k 106.31
2018-03-31 $4.0M 37k 107.25
2017-12-31 $3.4M 31k 109.32
2017-09-30 $4.5M 41k 109.58
2017-06-30 $4.2M 39k 109.51
2017-03-31 $4.1M 37k 108.49
2016-12-31 $3.9M 36k 108.05
2016-09-30 $3.6M 32k 112.41
2016-06-30 $3.3M 30k 112.61
2016-03-31 $3.1M 28k 110.50
2015-12-31 $3.3M 31k 108.02
2015-09-30 $3.3M 31k 109.57
2015-06-30 $3.0M 28k 108.79
2015-03-31 $3.2M 29k 111.42
2014-12-31 $3.3M 30k 110.10
2014-09-30 $3.4M 31k 109.10
2014-06-30 $3.7M 34k 109.39
2014-03-31 $3.8M 35k 107.91
2013-12-31 $4.0M 38k 106.42
2013-09-30 $4.2M 39k 107.19
2013-06-30 $4.7M 44k 107.21
2013-03-31 $4.9M 45k 110.73
2012-12-31 $5.2M 47k 111.08

More positions owned by Pure Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Pure Financial Advisors

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