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iShares Lehman Aggregate Bond shares owned by Smith & Howard Wealth Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Smith & Howard Wealth Management from 13F filings

Historical chart of Smith & Howard Wealth Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $60M 594k 101.27
2024-06-30 $51M 526k 97.07
2024-03-31 $50M 505k 97.94
2023-12-31 $35M 355k 99.25
2023-09-30 $34M 360k 94.04
2023-06-30 $30M 304k 97.95
2023-03-31 $30M 297k 99.64
2022-12-31 $24M 250k 96.99
2022-09-30 $25M 259k 96.34
2022-06-30 $24M 239k 101.68
2022-03-31 $26M 241k 107.10
2021-12-31 $27M 237k 114.08
2021-09-30 $31M 265k 114.83
2021-06-30 $30M 255k 115.33
2021-03-31 $19M 164k 113.83
2020-12-31 $16M 134k 118.19
2020-09-30 $14M 122k 118.06
2020-06-30 $12M 103k 118.21
2020-03-31 $10M 90k 115.37
2019-12-31 $10M 90k 112.37
2019-09-30 $8.7M 77k 113.17
2018-09-30 $572k 5.4k 105.44
2018-06-30 $577k 5.4k 106.36
2018-03-31 $230k 2.1k 107.03
2017-09-30 $809k 7.4k 109.62
2017-06-30 $873k 8.0k 109.54
2017-03-31 $976k 9.0k 108.47
2016-12-31 $991k 9.2k 108.03
2013-12-31 $3.0k 2.6k 1.17
2013-09-30 $3.0k 25 120.00
2013-06-30 $3.0k 25 120.00
2013-03-31 $3.0k 25 120.00
2012-12-31 $5.0k 44 113.64
2012-09-30 $5.0k 44 113.64
2012-06-30 $5.0k 44 113.64
2012-03-31 $5.0k 44 113.64
2011-12-31 $5.0k 43 116.28

More positions owned by Smith & Howard Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

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