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iShares Lehman Aggregate Bond shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $660k 6.7k 97.94
2023-12-31 $388k 3.9k 99.25
2023-09-30 $368k 3.9k 94.04
2023-06-30 $386k 3.9k 97.95
2023-03-31 $392k 3.9k 99.64
2022-12-31 $379k 3.9k 96.88
2022-09-30 $377k 3.9k 96.37
2022-06-30 $413k 4.1k 101.60
2022-03-31 $440k 4.1k 107.08
2021-12-31 $469k 4.1k 114.17
2021-09-30 $471k 4.1k 114.71
2021-06-30 $435k 3.8k 115.42
2021-03-31 $448k 3.9k 113.82
2020-12-31 $445k 3.8k 118.13
2020-09-30 $444k 3.8k 117.96
2020-06-30 $445k 3.8k 118.23
2020-03-31 $434k 3.8k 115.30
2019-12-31 $423k 3.8k 112.38
2019-09-30 $546k 4.8k 113.18
2019-06-30 $2.5M 22k 111.35
2019-03-31 $2.6M 24k 109.09
2018-12-31 $2.7M 25k 106.50
2018-09-30 $1.1M 10k 105.55
2018-06-30 $917k 8.6k 106.32
2018-03-31 $1.3M 12k 107.27
2017-12-31 $1.2M 11k 109.37
2017-09-30 $1.1M 9.6k 109.62
2017-06-30 $1.1M 9.8k 109.54
2017-03-31 $1.5M 14k 108.50
2016-12-31 $1.6M 15k 108.07
2016-09-30 $4.3k 478 8.90
2016-06-30 $626k 5.6k 112.63
2016-03-31 $652k 5.9k 110.77
2015-12-31 $710k 6.6k 108.00
2015-09-30 $726k 6.6k 109.62
2015-06-30 $772k 7.1k 108.82
2015-03-31 $853k 7.7k 111.47
2014-12-31 $852k 7.7k 110.16
2014-09-30 $860k 7.9k 109.14
2014-06-30 $901k 8.2k 109.34
2014-03-31 $1.0M 9.4k 107.88
2013-12-31 $1.0M 9.7k 106.42
2013-09-30 $1.5M 14k 107.18
2013-06-30 $1.5M 14k 107.24

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Grwt Allocat Etf (AOR)

View all positions for BSW Wealth Partners

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond