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iShares Lehman Aggregate Bond shares owned by RFG Advisory

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

Historical chart of RFG Advisory investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.4M 46k 96.90
2024-09-30 $4.8M 48k 101.27
2024-06-30 $5.1M 53k 97.07
2024-03-31 $9.1M 93k 97.94
2023-12-31 $8.5M 86k 99.25
2023-09-30 $4.7M 50k 94.04
2023-06-30 $8.1M 83k 97.95
2023-03-31 $8.1M 82k 99.64
2022-12-31 $12M 118k 99.82
2022-09-30 $619k 6.6k 94.40
2022-06-30 $564k 5.5k 102.64
2022-03-31 $510k 4.8k 107.10
2021-12-31 $566k 5.0k 114.16
2021-09-30 $1.1M 9.2k 114.85
2021-06-30 $2.0M 17k 115.30
2021-03-31 $5.2M 46k 113.82
2020-12-31 $4.8M 41k 117.08
2020-09-30 $3.0M 26k 118.06
2020-06-30 $1.7M 14k 118.22
2020-03-31 $1.1M 9.2k 115.36
2019-12-31 $4.3M 38k 112.36
2019-09-30 $5.4M 48k 113.18
2019-06-30 $1.7M 15k 111.29
2019-03-31 $11M 105k 109.03
2018-12-31 $27M 255k 106.33
2018-09-30 $1.4M 13k 105.50
2018-06-30 $346k 3.3k 106.36
2018-03-31 $706k 6.6k 107.25
2017-12-31 $4.6M 42k 109.28
2017-09-30 $528k 4.8k 109.54
2017-06-30 $7.5M 68k 109.25
2017-03-31 $4.7M 43k 108.69
2016-12-31 $19M 165k 111.71
2016-09-30 $9.2M 82k 111.72
2016-06-30 $20M 177k 112.62
2016-03-31 $28M 250k 110.62
2015-12-31 $31M 289k 108.01
2014-12-31 $21M 187k 110.12

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View all positions for RFG Advisory

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond