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iShares Lehman Aggregate Bond shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Taylor, Cottrill, Erickson & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4M 66k 97.94
2023-12-31 $6.5M 65k 99.25
2023-09-30 $6.0M 64k 94.04
2023-06-30 $5.8M 59k 97.95
2023-03-31 $3.1M 31k 99.64
2022-12-31 $3.0M 31k 96.99
2022-09-30 $2.9M 31k 96.33
2022-06-30 $3.3M 32k 101.68
2022-03-31 $16M 146k 107.10
2021-12-31 $17M 148k 114.08
2021-09-30 $18M 157k 114.83
2021-06-30 $18M 152k 115.33
2021-03-31 $17M 145k 113.83
2020-12-31 $19M 158k 118.19
2020-09-30 $18M 154k 118.06
2020-06-30 $15M 126k 118.21
2020-03-31 $8.0M 69k 115.37
2019-12-31 $7.3M 65k 112.37
2019-09-30 $7.1M 63k 113.17
2019-06-30 $5.1M 45k 111.34
2019-03-31 $4.9M 45k 109.07
2018-12-31 $3.7M 35k 106.48
2018-09-30 $4.7M 45k 105.52
2018-06-30 $5.0M 47k 106.33
2018-03-31 $9.1M 85k 107.25
2017-12-31 $12M 106k 109.33
2017-09-30 $11M 103k 109.59
2017-06-30 $11M 102k 109.51
2017-03-31 $11M 97k 108.49
2016-12-31 $10M 96k 108.06
2016-09-30 $11M 93k 112.43
2016-06-30 $10M 91k 112.62
2014-03-31 $9.4M 85k 110.82

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Small Cap Common (VB)
Vanguard Growth Common (VUG)
Vanguard Div Appreciation Common (VIG)
Schwab US Div Equity Etf Common (SCHD)
Vanguard Value Common (VTV)
Vanguard Mid Cap Common (VO)
Vanguard FTSE Developed Mkts Common (VEA)
1/100 Berkshire Htwy Cla Class A
iShares Russell Midcap Growth Common (IWP)
Vanguard Corp Bond Short Term Common (VCSH)
Vanguard Sh-Term Inf Common (VTIP)
Vanguard Small Cap Value Common (VBR)
iShares Tr Msci Eafe Common (EFA)

View all positions for Taylor, Cottrill, Erickson & Associates

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond