Wilbanks Smith & Thomas Asset Management »

iShares Lehman Aggregate Bond shares owned by Wilbanks Smith & Thomas Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Wilbanks Smith & Thomas Asset Management from 13F filings

Historical chart of Wilbanks Smith & Thomas 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 Wilbanks Smith & Thomas Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Wilbanks Smith & Thomas Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 128k 97.94
2023-12-31 $12M 124k 99.25
2023-09-30 $11M 116k 94.04
2023-06-30 $11M 108k 97.95
2023-03-31 $39M 388k 99.64
2022-12-31 $13M 138k 96.99
2022-09-30 $17M 179k 96.34
2022-06-30 $15M 144k 101.68
2022-03-31 $15M 149k 102.36
2021-12-31 $19M 163k 114.08
2021-09-30 $18M 160k 114.83
2021-06-30 $19M 161k 115.33
2021-03-31 $16M 144k 113.83
2020-12-31 $16M 135k 118.19
2020-09-30 $39M 332k 118.06
2020-06-30 $18M 152k 118.21
2020-03-31 $28M 238k 115.37
2019-12-31 $20M 180k 112.37
2019-09-30 $43M 377k 113.17
2019-06-30 $37M 332k 111.35
2019-03-31 $27M 250k 109.07
2018-12-31 $17M 163k 106.49
2018-09-30 $23M 221k 105.53
2012-06-30 $25M 226k 111.30
2012-03-31 $12M 113k 109.85
2011-12-31 $3.7M 33k 110.24
2011-09-30 $3.7M 33k 110.12
2011-03-31 $3.5M 33k 105.14

More positions owned by Wilbanks Smith & Thomas Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Norfolk Southern (NSC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Wilbanks Smith & Thomas Asset 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
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond