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iShares Lehman Aggregate Bond shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $265k 2.3k 113.98
2021-09-30 $265k 2.3k 114.72
2021-06-30 $266k 2.3k 115.15
2021-03-31 $263k 2.3k 113.85
2020-12-31 $416k 3.5k 118.18
2020-09-30 $238k 2.3k 103.03
2020-06-30 $273k 2.3k 118.18
2020-03-31 $267k 2.3k 115.58
2019-12-31 $260k 2.3k 112.55
2019-09-30 $261k 2.3k 112.99
2019-06-30 $257k 2.3k 111.26
2019-03-31 $252k 2.3k 109.09
2018-12-31 $246k 2.3k 106.49
2018-09-30 $361k 3.4k 105.40
2018-06-30 $364k 3.4k 106.28
2018-03-31 $367k 3.4k 107.15
2017-12-31 $747k 6.8k 109.37
2017-09-30 $450k 4.1k 109.62
2017-06-30 $450k 4.1k 109.62
2017-03-31 $445k 4.1k 108.40
2016-12-31 $481k 4.5k 107.97

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Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

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