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iShares Lehman Aggregate Bond shares owned by Colony Group

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

Historical chart of Colony Group investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $36M 380k 94.04
2023-06-30 $38M 391k 97.95
2023-03-31 $48M 482k 99.64
2022-12-31 $67M 692k 96.99
2022-09-30 $71M 736k 96.34
2022-06-30 $77M 753k 101.68
2022-03-31 $68M 631k 107.10
2021-12-31 $55M 479k 114.08
2021-09-30 $50M 434k 114.83
2021-06-30 $38M 330k 115.33
2021-03-31 $36M 319k 113.83
2020-12-31 $39M 327k 118.19
2020-09-30 $40M 339k 118.06
2020-06-30 $41M 347k 118.21
2020-03-31 $41M 351k 115.37
2019-12-31 $41M 362k 112.37
2019-09-30 $33M 292k 113.17
2019-06-30 $32M 283k 111.35
2019-03-31 $30M 278k 109.07
2018-12-31 $31M 289k 106.49
2018-09-30 $30M 284k 105.52
2018-06-30 $31M 291k 106.32
2018-03-31 $25M 233k 107.25
2017-12-31 $1.5M 14k 109.30
2017-09-30 $1.2M 11k 109.60
2017-06-30 $1.0M 9.3k 109.53
2017-03-31 $734k 6.8k 108.52
2016-12-31 $734k 6.8k 107.99
2016-09-30 $1.1M 9.4k 112.47
2016-06-30 $1.1M 9.3k 112.64
2016-03-31 $1.2M 11k 110.85
2015-12-31 $1.1M 9.7k 108.04
2015-09-30 $758k 6.9k 109.52
2015-06-30 $653k 6.0k 108.83
2015-03-31 $663k 6.0k 111.41
2014-12-31 $596k 5.4k 110.11
2014-09-30 $35M 316k 109.11
2014-06-30 $475k 4.3k 109.47
2014-03-31 $452k 4.2k 108.00
2013-12-31 $476k 4.5k 106.54

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Ishares Trust Core Msci Total Intl Stk E Etf (IXUS)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Class A Class A (BRK.A)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Total Stock Market Etf (VTI)
Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony Group

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