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iShares Lehman Aggregate Bond shares owned by Coastline Trust

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Coastline Trust from 13F filings

Historical chart of Coastline Trust investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Coastline Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 45k 97.94
2023-12-31 $3.6M 36k 99.25
2023-09-30 $1.6M 17k 94.04
2023-06-30 $359k 3.7k 97.95

More positions owned by Coastline Trust

Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Other (IVV)
Vanguard Small Cap Value Etf Other (VBR)
Alphabet Inc Cl A Common Stock (GOOGL)
Ishares Russell Midcap Etf Other (IWR)
Ishares Core S&p Mid-cap Etf Other (IJH)
Amazon Common Stock (AMZN)
Meta Platforms Inc Cl A Common Stock (META)
Eli Lilly & Co Common Stock (LLY)
Vanguard Total Stock Market Et Other (VTI)
Ishares Russell 2000 Etf Other (IWM)
Ishares Msci Japan Etf Other (EWJ)
Spdr S&p 500 Etf Trust Other (SPY)

View all positions for Coastline Trust

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond