Larson Financial Group »

iShares Lehman Aggregate Bond shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 19k 97.94
2023-12-31 $1.9M 19k 99.25
2023-09-30 $1.8M 20k 94.04
2023-06-30 $1.9M 19k 97.95
2023-03-31 $1.9M 19k 99.64
2022-12-31 $1.7M 18k 96.99
2022-09-30 $1.5M 16k 96.31
2022-06-30 $1.5M 15k 101.71
2022-03-31 $1.5M 14k 107.08
2021-12-31 $3.3M 29k 114.08
2021-09-30 $1.9M 16k 114.85
2021-06-30 $1.2M 10k 115.35
2021-03-31 $1.2M 10k 113.83
2020-12-31 $1.2M 10k 118.23
2020-09-30 $1.3M 11k 118.03
2020-06-30 $1.3M 11k 118.24
2020-03-31 $1.2M 10k 115.36
2019-12-31 $1.4M 12k 112.40
2019-09-30 $1.5M 14k 113.17
2019-06-30 $1.5M 13k 111.38
2019-03-31 $1.4M 13k 106.46
2018-12-31 $1.4M 13k 106.46
2018-09-30 $1.1M 11k 105.53
2018-06-30 $984k 9.3k 106.33
2018-03-31 $1.0M 9.8k 107.26
2017-12-31 $1.8M 16k 109.30

More positions owned by Larson Financial Group

Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Larson Financial Group

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