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iShares Lehman Aggregate Bond shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $77M 761k 101.27
2024-06-30 $71M 730k 97.07
2024-03-31 $65M 668k 97.94
2023-12-31 $66M 661k 99.25
2023-09-30 $107M 1.1M 94.04
2023-06-30 $164M 1.7M 97.95
2023-03-31 $175M 1.8M 99.64
2022-12-31 $174M 1.8M 96.99
2022-09-30 $200M 2.1M 96.34
2022-06-30 $1.1B 11M 101.68
2022-03-31 $1.1B 11M 107.10
2021-12-31 $1.1B 9.7M 114.08
2021-09-30 $990M 8.6M 114.83
2021-06-30 $878M 7.6M 115.33
2021-03-31 $689M 6.1M 113.83
2020-12-31 $567M 4.8M 118.19
2020-09-30 $429M 3.6M 118.06
2020-06-30 $242M 2.1M 118.21
2020-03-31 $242M 2.1M 115.08
2019-12-31 $75M 671k 112.37
2019-09-30 $71M 628k 113.17
2019-06-30 $95M 852k 111.35
2019-03-31 $43M 390k 109.07
2018-12-31 $47M 443k 106.49
2018-09-30 $38M 364k 105.52
2018-06-30 $31M 293k 106.32
2018-03-31 $33M 305k 107.25
2017-12-31 $44M 400k 109.33
2017-09-30 $41M 373k 109.59
2017-06-30 $38M 348k 109.51
2017-03-31 $43M 400k 108.49
2016-12-31 $44M 407k 108.06
2016-09-30 $75M 668k 112.42
2016-06-30 $170M 1.5M 113.00
2016-03-31 $134M 1.2M 110.85
2015-12-31 $113M 1.0M 108.01
2015-09-30 $101M 923k 109.58
2015-06-30 $84M 772k 108.78
2015-03-31 $64M 573k 110.86
2014-12-31 $57M 520k 110.12
2014-09-30 $43M 396k 109.11
2014-06-30 $38M 347k 109.40
2014-03-31 $30M 279k 107.91
2013-12-31 $26M 248k 106.43
2013-09-30 $22M 204k 107.20
2013-06-30 $21M 192k 107.21
2013-03-31 $29M 257k 110.73
2012-12-31 $23M 210k 111.08
2012-09-30 $28M 251k 112.45
2012-06-30 $27M 238k 111.30

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond