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iShares Lehman Aggregate Bond shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial 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 Transamerica Financial 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 16k 96.91
2024-09-30 $1.6M 16k 101.30
2024-06-30 $1.6M 17k 97.09
2024-03-31 $1.7M 17k 97.97
2023-12-31 $1.8M 18k 99.30
2023-09-30 $1.9M 20k 94.06
2023-06-30 $5.2M 54k 97.96
2023-03-31 $21M 208k 99.64
2022-12-31 $16M 169k 96.99
2022-09-30 $2.1M 22k 96.37
2022-06-30 $2.4M 24k 101.72
2022-03-31 $33k 306 107.84
2021-12-31 $37k 324 114.20
2021-09-30 $36k 310 116.13
2021-06-30 $37k 314 117.83
2021-03-31 $44k 380 115.79
2020-12-31 $55k 464 118.53
2020-09-30 $57k 483 118.01
2020-06-30 $11M 93k 118.21
2020-03-31 $72k 620 116.13
2019-12-31 $82k 726 112.95
2019-09-30 $89k 784 113.52
2019-06-30 $2.5M 22k 111.38
2019-03-31 $90k 817 110.16
2018-12-31 $2.3M 22k 106.51
2018-09-30 $2.5M 24k 105.55
2018-06-30 $2.6M 24k 106.36
2018-03-31 $2.5M 23k 107.29
2017-12-31 $2.5M 23k 109.36
2017-09-30 $2.7M 25k 109.60
2017-06-30 $3.2M 29k 109.52
2017-03-31 $3.6M 33k 108.49
2016-12-31 $4.5M 42k 108.07
2016-09-30 $6.6M 59k 112.42
2016-06-30 $23M 201k 112.62
2016-03-31 $34M 309k 110.83
2015-12-31 $19M 172k 108.01
2015-09-30 $20M 181k 109.58
2015-06-30 $16M 144k 108.79
2015-03-31 $19M 174k 111.43
2014-12-31 $504k 4.6k 110.19
2013-03-31 $1.0k 2 500.00
2012-09-30 $121k 1.1k 112.45
2012-06-30 $1.0k 893 1.12
2012-03-31 $616k 5.6k 109.86
2011-09-30 $22k 194 113.40

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Wisdomtree Tr Em Ex St-owned (XSOE)
NVIDIA Corporation (NVDA)

View all positions for Transamerica Financial Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
BlackRock
Us Bancorp
Morgan Stanley
Mercer Global Advisors
Betterment
Ameriprise Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
Northern Trust

View all funds holding iShares Lehman Aggregate Bond