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iShares Lehman Aggregate Bond shares owned by Twele Capital Management

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

Historical chart of Twele Capital Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Twele Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45M 448k 100.25
2025-06-30 $41M 416k 99.20
2025-03-31 $39M 396k 98.92
2024-12-31 $39M 407k 96.90
2024-09-30 $39M 388k 101.27
2024-06-30 $36M 371k 97.07
2024-03-31 $37M 377k 97.94
2023-12-31 $54M 547k 99.25
2023-09-30 $51M 543k 94.04
2023-06-30 $53M 545k 97.95
2023-03-31 $56M 560k 99.64
2022-12-31 $57M 586k 96.99
2022-09-30 $57M 594k 96.34
2022-06-30 $60M 592k 101.68
2022-03-31 $68M 638k 107.10
2021-12-31 $74M 652k 114.08
2021-09-30 $72M 622k 114.83
2021-06-30 $74M 638k 115.33
2021-03-31 $72M 629k 113.83
2020-12-31 $65M 550k 118.19
2020-09-30 $62M 523k 118.06
2020-06-30 $62M 524k 118.21
2020-03-31 $56M 481k 115.37
2019-12-31 $70M 621k 112.37
2019-09-30 $69M 606k 113.17
2019-06-30 $66M 594k 111.35
2019-03-31 $61M 556k 109.07
2018-12-31 $58M 542k 106.49
2018-09-30 $58M 549k 105.52
2018-06-30 $57M 533k 106.32
2018-03-31 $57M 533k 107.25
2017-12-31 $58M 530k 109.33
2017-09-30 $56M 512k 109.59
2017-06-30 $56M 507k 109.51
2017-03-31 $53M 488k 108.49
2016-12-31 $40M 370k 108.06
2016-09-30 $38M 334k 112.42
2016-06-30 $36M 324k 112.62
2016-03-31 $36M 323k 110.82
2015-12-31 $33M 308k 108.01
2015-09-30 $24M 218k 109.58
2015-06-30 $24M 216k 108.78
2015-03-31 $23M 207k 111.43
2014-12-31 $23M 207k 110.12
2014-09-30 $23M 207k 109.11
2014-06-30 $23M 207k 109.40
2014-03-31 $22M 207k 107.91
2013-12-31 $22M 207k 106.43
2013-09-30 $21M 198k 107.20
2013-06-30 $21M 199k 107.21
2013-03-31 $22M 199k 110.73
2012-12-31 $22M 199k 111.08
2012-09-30 $22M 199k 112.45
2012-06-30 $22M 199k 111.30
2012-03-31 $22M 199k 109.85
2011-09-30 $21M 191k 110.11
2011-06-30 $20M 191k 106.67
2011-03-31 $20M 191k 105.13

More positions owned by Twele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Twele Capital Management

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