Warren Averett Asset Management »

iShares Lehman Aggregate Bond shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.7M 78k 99.25
2023-09-30 $6.7M 72k 94.04
2023-06-30 $7.7M 79k 97.95
2023-03-31 $7.1M 71k 99.64
2022-12-31 $8.2M 84k 96.99
2022-09-30 $6.5M 68k 96.35
2022-06-30 $9.2M 91k 101.67
2022-03-31 $8.2M 76k 107.09
2021-12-31 $8.2M 75k 110.09
2021-09-30 $7.3M 64k 114.35
2021-06-30 $7.3M 63k 115.96
2021-03-31 $8.2M 72k 114.29
2020-12-31 $9.0M 77k 116.85
2020-09-30 $9.0M 76k 117.21
2020-06-30 $8.7M 73k 118.31
2020-03-31 $9.4M 81k 115.37
2019-12-31 $10M 90k 113.89
2019-09-30 $11M 95k 113.17
2019-06-30 $9.9M 89k 111.34
2019-03-31 $10M 92k 109.07
2018-12-31 $11M 100k 106.49
2018-09-30 $7.1M 67k 105.52
2018-06-30 $7.0M 66k 106.33
2018-03-31 $7.6M 71k 107.26
2017-12-31 $16M 146k 109.33
2017-09-30 $25M 232k 109.59
2017-06-30 $56M 509k 109.51
2017-03-31 $55M 506k 108.49
2016-12-31 $54M 496k 108.06
2016-09-30 $55M 485k 112.42
2016-06-30 $54M 480k 112.62
2016-03-31 $3.1M 28k 110.81
2015-12-31 $19M 178k 108.01
2015-09-30 $577k 5.3k 109.61
2015-06-30 $1.5M 14k 108.79
2015-03-31 $1.9M 17k 111.41
2014-12-31 $1.8M 16k 110.12
2014-09-30 $1.5M 14k 109.14
2014-06-30 $2.1M 19k 109.40
2014-03-31 $2.2M 20k 107.93
2013-12-31 $10M 96k 106.43
2013-09-30 $514k 4.8k 107.15
2013-06-30 $676k 6.3k 107.15

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset Management

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
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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