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iShares Lehman Aggregate Bond shares owned by Smith, Moore & Co.

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Smith, Moore & Co. from 13F filings

Historical chart of Smith, Moore & Co. investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Smith, Moore & Co. 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, Moore & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 32k 100.25
2025-06-30 $3.6M 36k 99.20
2025-03-31 $3.5M 36k 98.92
2024-12-31 $3.4M 35k 96.90
2024-09-30 $3.2M 32k 101.27
2024-06-30 $2.8M 29k 97.07
2024-03-31 $2.8M 29k 97.94
2023-09-30 $1.8M 20k 94.04
2023-06-30 $1.9M 20k 97.95
2023-03-31 $1.9M 19k 99.64
2022-12-31 $1.7M 18k 96.99
2022-09-30 $1.6M 16k 96.37
2022-06-30 $1.8M 18k 101.69
2022-03-31 $2.1M 20k 107.09
2021-12-31 $2.3M 20k 114.08
2021-09-30 $2.3M 20k 114.84
2021-06-30 $2.3M 20k 115.31
2021-03-31 $2.3M 20k 113.83
2020-12-31 $2.4M 20k 118.19
2020-09-30 $2.4M 20k 118.05
2020-06-30 $2.4M 20k 118.22
2020-03-31 $2.0M 18k 115.40
2019-12-31 $2.0M 17k 112.40
2019-09-30 $2.0M 18k 113.15
2019-06-30 $2.0M 18k 111.34
2019-03-31 $1.9M 18k 109.06
2018-12-31 $1.9M 18k 106.49
2018-09-30 $1.7M 16k 105.50
2018-06-30 $1.2M 11k 106.30
2018-03-31 $1.2M 11k 107.24
2017-12-31 $1.2M 11k 109.29
2017-09-30 $1.1M 10k 109.57
2017-06-30 $1.0M 9.4k 109.50
2017-03-31 $829k 7.6k 108.47
2016-12-31 $772k 7.1k 108.08
2016-09-30 $806k 7.2k 112.43
2016-06-30 $778k 6.9k 112.64
2016-03-31 $797k 7.2k 110.82
2015-12-31 $701k 6.5k 108.01
2015-09-30 $545k 5.0k 108.76
2015-06-30 $555k 5.1k 108.82
2015-03-31 $499k 4.5k 111.56
2014-12-31 $419k 3.8k 110.12
2014-09-30 $398k 3.6k 109.22
2014-06-30 $346k 3.2k 109.32
2014-03-31 $339k 3.1k 107.86
2013-12-31 $346k 3.3k 106.33

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Spdr S&p 500 Etf Tr R Unit (SPY)
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Tidal Trust I Undstrat Granny (GRNY)
Vanguard Specialized Funds Iv App Etf (VIG)
Nvidia Corporation Om (NVDA)
Invesco Qqq Tr Nit Ser 1 (QQQ)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Ishares Tr Ore S&p Mcp Etf (IJH)

View all positions for Smith, Moore & Co.

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