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iShares Lehman Aggregate Bond shares owned by TCI Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by TCI Wealth Advisors from 13F filings

Historical chart of TCI Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 244k 99.25
2023-09-30 $5.7M 61k 94.04
2023-06-30 $5.9M 61k 97.95
2023-03-31 $5.2M 52k 99.64
2022-12-31 $11M 109k 96.99
2022-09-30 $11M 116k 96.34
2022-06-30 $12M 116k 101.68
2022-03-31 $2.5M 23k 107.11
2021-12-31 $122k 1.1k 113.81
2021-09-30 $17k 150 113.33
2021-06-30 $56k 487 114.99
2021-03-31 $17k 150 113.33
2020-12-31 $29k 246 117.89
2020-09-30 $18k 150 120.00
2020-06-30 $18k 150 120.00
2019-12-31 $13k 116 112.07
2019-09-30 $13k 116 112.07
2019-06-30 $13k 116 112.07
2019-03-31 $13k 116 112.07
2018-12-31 $4.0k 35 114.29
2017-12-31 $13k 123 105.69
2017-09-30 $13k 123 105.69
2017-06-30 $13k 123 105.69
2016-12-31 $15k 137 109.49
2016-09-30 $49k 436 112.39
2016-06-30 $72k 635 113.39
2016-03-31 $70k 634 110.41
2015-12-31 $68k 633 107.42
2015-09-30 $69k 632 109.18
2015-06-30 $69k 632 109.18
2015-03-31 $70k 631 110.94
2014-12-31 $69k 630 109.52
2014-09-30 $69k 629 109.70
2014-06-30 $69k 629 109.70
2014-03-31 $74k 686 107.87
2013-12-31 $84k 785 107.01
2013-09-30 $73k 684 106.73
2013-06-30 $73k 684 106.73
2013-03-31 $76k 683 111.27
2012-12-31 $20k 182 109.89

More positions owned by TCI Wealth Advisors

Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for TCI Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond