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iShares Lehman Aggregate Bond shares owned by Lenox Wealth Advisors

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

Historical chart of Lenox Wealth 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 Lenox Wealth 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 Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $215k 2.0k 104.93
2021-12-31 $233k 2.0k 114.10
2021-09-30 $233k 2.0k 114.61
2021-06-30 $200k 1.7k 115.34
2021-03-31 $214k 1.9k 113.71
2020-12-31 $528k 4.5k 118.20
2020-09-30 $380k 3.2k 118.16
2020-06-30 $340k 2.9k 118.30
2020-03-31 $335k 2.9k 115.24
2019-12-31 $344k 3.1k 112.49
2019-09-30 $345k 3.0k 113.26
2019-06-30 $343k 3.1k 111.47
2019-03-31 $352k 3.2k 109.15
2018-12-31 $357k 3.3k 106.60
2018-09-30 $430k 4.1k 105.47
2018-06-30 $426k 4.0k 106.34
2018-03-31 $458k 4.3k 107.21
2017-12-31 $634k 5.8k 109.33
2017-09-30 $590k 5.4k 109.54
2017-06-30 $597k 5.5k 109.50
2017-03-31 $734k 6.8k 108.48
2016-12-31 $738k 6.8k 108.07
2016-09-30 $762k 6.8k 112.46
2016-06-30 $759k 6.7k 112.64
2016-03-31 $750k 6.8k 110.86
2015-12-31 $735k 6.8k 108.04
2015-09-30 $740k 6.8k 109.58
2015-06-30 $531k 4.9k 108.77
2015-03-31 $1.2M 11k 111.46
2014-12-31 $1.2M 11k 110.12
2014-09-30 $1.4M 13k 109.14
2013-12-31 $1.2M 11k 106.43
2013-09-30 $1.0M 9.5k 107.24
2013-06-30 $1.0M 9.4k 107.17
2013-03-31 $426k 3.9k 110.59

More positions owned by Lenox Wealth Advisors

iShares S&P MidCap 400 Index (IJH)
Ishares Inc ctr wld minvl (ACWV)
Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap (SPLG)
Proshares Tr S&p 500 Aristo (NOBL)
WisdomTree DEFA Equity Income Fund (DTH)
iShares MSCI EAFE Index Fund (EFA)
J P Morgan Exchange Traded F div rtn int eq (JPIN)
Vanguard Total World Stock Idx (VT)
Flexshares Tr intl qltdv idx (IQDF)
Schwab Strategic Tr us lrg cap etf (SCHX)
Flexshares Tr qualt divd idx (QDF)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)

View all positions for Lenox Wealth 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