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iShares Lehman Aggregate Bond shares owned by Red Tortoise

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Red Tortoise from 13F filings

Historical chart of Red Tortoise investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 14k 101.27
2024-06-30 $1.3M 14k 97.07
2024-03-31 $1.3M 13k 97.94
2023-12-31 $1.3M 13k 99.25
2023-09-30 $1.2M 13k 94.04
2023-06-30 $1.3M 13k 97.95
2023-03-31 $1.3M 13k 99.64
2022-12-31 $1.3M 13k 96.99
2021-09-30 $27k 284 95.07

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

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