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iShares Lehman Aggregate Bond shares owned by Milestone Group

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

Historical chart of Milestone Group investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Milestone 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 Milestone Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 21k 100.25
2025-06-30 $2.2M 22k 99.20
2025-03-31 $3.3M 33k 98.92
2024-12-31 $4.0M 41k 96.90
2024-09-30 $5.0M 50k 101.27
2024-06-30 $5.8M 60k 97.07
2024-03-31 $6.4M 65k 97.94
2023-12-31 $8.6M 87k 99.25
2023-09-30 $7.4M 79k 94.04
2023-06-30 $6.3M 65k 97.95
2023-03-31 $6.6M 66k 99.64
2022-12-31 $6.8M 70k 96.99
2022-09-30 $5.8M 60k 96.34
2022-06-30 $5.3M 53k 101.68
2022-03-31 $1.3M 12k 107.13
2021-12-31 $4.8M 42k 114.09
2021-09-30 $2.0M 17k 114.81
2021-06-30 $2.1M 18k 115.32
2021-03-31 $5.2M 46k 113.83
2020-12-31 $7.3M 62k 118.20
2020-09-30 $11M 89k 118.06
2020-06-30 $17M 146k 118.21
2020-03-31 $6.1M 53k 115.37
2019-12-31 $703k 6.3k 112.44
2018-06-30 $211k 2.0k 106.40
2018-03-31 $277k 2.6k 107.28
2017-12-31 $217k 2.0k 109.10
2017-09-30 $267k 2.4k 109.52
2017-06-30 $216k 2.0k 109.42
2017-03-31 $226k 2.1k 108.60
2016-12-31 $468k 4.3k 108.06
2016-09-30 $433k 3.9k 112.38
2016-06-30 $452k 4.0k 112.49
2012-06-30 $456k 4.1k 111.19
2012-03-31 $493k 4.5k 109.87
2011-12-31 $492k 4.5k 110.17

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond