Sawtooth Asset Management »

iShares Lehman Aggregate Bond shares owned by Sawtooth Asset Management

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

Historical chart of Sawtooth 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 Sawtooth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sawtooth Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 37k 99.25
2023-09-30 $289k 3.1k 94.06
2023-06-30 $2.1M 22k 97.95
2023-03-31 $4.9M 50k 99.64
2022-12-31 $2.2M 23k 96.99
2022-09-30 $4.1M 42k 96.34
2022-06-30 $7.9M 78k 101.69
2022-03-31 $3.2M 30k 107.09
2021-12-31 $580k 5.1k 114.04
2021-09-30 $1.8M 16k 114.82
2021-06-30 $1.1M 9.9k 115.31
2021-03-31 $2.2M 19k 113.87
2020-12-31 $109M 918k 118.19
2020-09-30 $81M 689k 118.06
2020-06-30 $27M 230k 118.21
2020-03-31 $13M 116k 115.37
2019-12-31 $34M 299k 112.37
2019-09-30 $26M 230k 113.17
2019-06-30 $28M 253k 111.35
2019-03-31 $13M 116k 109.07
2018-12-31 $3.9M 37k 106.49
2018-09-30 $16M 150k 105.52
2018-06-30 $12M 116k 106.32
2018-03-31 $11M 102k 107.25
2017-12-31 $7.7M 70k 109.33
2017-09-30 $1.6M 14k 109.56
2017-06-30 $22M 199k 109.51
2017-03-31 $53M 485k 108.49
2016-12-31 $29M 269k 108.06
2016-09-30 $7.8M 69k 112.42
2016-06-30 $1.6M 14k 112.59
2016-03-31 $2.9M 26k 110.84
2015-12-31 $4.0M 37k 108.01
2015-09-30 $1.9M 18k 109.59
2015-06-30 $634k 5.8k 108.78
2015-03-31 $321k 2.9k 111.44
2014-12-31 $479k 4.4k 110.09

More positions owned by Sawtooth Asset Management

Mirati Therapeutics
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)

View all positions for Sawtooth Asset Management

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