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iShares Lehman Aggregate Bond shares owned by Trust

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

Historical chart of Trust investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $84M 853k 97.94
2023-12-31 $83M 840k 99.25
2023-09-30 $59M 632k 94.04
2023-06-30 $49M 503k 97.95
2023-03-31 $50M 504k 99.64
2022-12-31 $22M 230k 96.99
2022-09-30 $289k 3.0k 96.40
2022-06-30 $305k 3.0k 101.73
2022-03-31 $321k 3.0k 107.07
2021-12-31 $342k 3.0k 114.08
2021-09-30 $344k 3.0k 114.74
2021-06-30 $346k 3.0k 115.41
2021-03-31 $341k 3.0k 113.74
2020-12-31 $354k 3.0k 118.08
2020-09-30 $426k 3.6k 118.17
2020-06-30 $475k 4.0k 118.22
2020-03-31 $464k 4.0k 115.48
2019-12-31 $452k 4.0k 112.49
2019-09-30 $517k 4.6k 113.15
2019-06-30 $527k 4.7k 111.35
2019-03-31 $722k 6.6k 109.10
2018-12-31 $705k 6.6k 106.51
2018-09-30 $495k 4.7k 105.57
2018-06-30 $1.3M 12k 106.32
2018-03-31 $38M 349k 107.25
2017-12-31 $1.3M 12k 109.33
2017-09-30 $136k 1.2k 109.41
2017-06-30 $1.5M 14k 109.51
2017-03-31 $1.8M 17k 109.22
2016-12-31 $1.1M 10k 108.10
2016-09-30 $2.1M 19k 112.41
2016-06-30 $1.8M 16k 112.62
2016-03-31 $1.2M 11k 110.83
2015-12-31 $904k 8.4k 108.01
2015-09-30 $27k 242 111.57
2015-06-30 $57k 523 108.99
2015-03-31 $81k 729 111.11

More positions owned by Trust

iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Schwab Fundamental Intl Large Co ETF Schwb Fdt Int Lg (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares MSCI Emerging Markets Index ETF Msci Emg Mkt Etf (EEM)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

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