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iShares Lehman Aggregate Bond shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 13k 101.27
2024-06-30 $561k 5.8k 97.08
2024-03-31 $716k 7.3k 97.94
2023-12-31 $403k 4.1k 99.25
2023-09-30 $151k 1.6k 94.06
2023-06-30 $163k 1.7k 97.97
2023-03-31 $199k 2.0k 99.14
2022-12-31 $426k 4.4k 96.99
2022-09-30 $291k 3.0k 96.26
2022-06-30 $438k 4.3k 101.67
2022-03-31 $523k 4.9k 107.13
2021-12-31 $541k 4.9k 110.27
2021-09-30 $1.1M 9.3k 115.95
2021-06-30 $1.1M 9.3k 115.95
2021-03-31 $1.7M 15k 113.81
2020-12-31 $1.9M 16k 118.21
2020-09-30 $2.5M 21k 118.04
2020-06-30 $1.8M 15k 118.10
2020-03-31 $8.1M 71k 114.18
2019-12-31 $1.6M 57k 28.05
2019-09-30 $5.2M 46k 113.17
2019-06-30 $3.3M 30k 111.36
2019-03-31 $3.3M 31k 109.07
2018-12-31 $201k 1.9k 105.35
2018-09-30 $201k 1.9k 105.35
2018-03-31 $301k 2.8k 107.19
2017-12-31 $240k 2.2k 109.29
2016-12-31 $69k 635 107.97
2016-06-30 $52k 458 112.51
2016-03-31 $25k 229 110.99
2015-12-31 $36k 334 108.10
2015-09-30 $36k 332 109.54
2015-06-30 $36k 330 108.89
2015-03-31 $25k 226 111.51

More positions owned by Sunbelt Securities

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Exxon Mobil Corp Stock (XOM)
Ishares S&p 500 Growth Etf Etf (IVW)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Gold Trust Etf (IAU)
Broadcom Stock (AVGO)
Innovator Defined Wealth Shield Etf Etf (BALT)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Large-cap Value Etf Etf (SCHV)
Abbvie Stock (ABBV)
Innovator Growth Accelerated Plus Etf - January Etf (QTJA)

View all positions for Sunbelt Securities

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