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iShares Lehman Aggregate Bond shares owned by Resources Investment Advisors

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

Historical chart of Resources Investment 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 Resources Investment 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 Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 81k 100.25
2025-06-30 $8.5M 86k 99.20
2025-03-31 $6.7M 68k 98.92
2024-12-31 $11M 113k 96.90
2024-09-30 $9.7M 96k 101.27
2024-06-30 $7.9M 81k 97.07
2024-03-31 $30M 306k 97.94
2023-09-30 $5.0M 53k 94.04
2023-06-30 $5.8M 59k 97.95
2023-03-31 $6.0M 61k 99.64
2022-12-31 $6.2M 64k 96.99
2022-09-30 $7.3M 76k 96.34
2022-06-30 $6.5M 64k 101.68
2022-03-31 $6.7M 63k 107.11
2021-12-31 $8.3M 73k 114.08
2021-09-30 $7.6M 66k 114.83
2021-06-30 $7.1M 62k 115.32
2021-03-31 $6.3M 55k 113.84
2020-12-31 $4.0M 34k 118.18
2020-09-30 $1.4M 12k 118.03
2020-06-30 $1.3M 11k 118.25
2020-03-31 $1.3M 11k 115.34
2019-12-31 $1.3M 11k 112.40
2019-09-30 $1.0M 9.2k 113.14
2019-06-30 $63k 563 111.90
2019-03-31 $41k 372 110.22
2018-12-31 $328k 3.1k 106.49
2018-09-30 $81k 767 105.61
2018-06-30 $82k 767 106.91
2018-03-31 $129k 1.2k 107.50
2017-12-31 $257k 2.4k 109.36
2017-09-30 $275k 2.5k 109.65
2017-06-30 $23k 206 111.65

More positions owned by Resources Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Resources Investment 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