J.Safra Asset Management »

iShares Lehman Aggregate Bond shares owned by J.Safra Asset Management

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

Historical chart of J.Safra 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 J.Safra 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 J.Safra Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 43k 99.25
2023-09-30 $4.1M 44k 94.04
2023-06-30 $4.1M 41k 97.95
2023-03-31 $4.2M 42k 99.64
2022-09-30 $24k 2.4k 10.01
2022-06-30 $374k 141k 2.65
2022-03-31 $12k 1.4k 8.86
2021-12-31 $11k 1.2k 8.99
2021-09-30 $1.3M 12k 114.82
2021-06-30 $1.1M 9.1k 117.31
2021-03-31 $338k 3.0k 113.77
2020-12-31 $446k 3.8k 118.15

More positions owned by J.Safra Asset Management

Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Trust Etf Tr Unit (SPY)
Select Sector Spdr Trust The Technology Select Sector Spdr Fund Technology (XLK)
Select Sector Spdr Trust The Financial Select Sector Spdr Fund Financial (XLF)
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund Sbi Healthcare (XLV)
Select Sector Spdr Trust The Communication Services Select Sector Spdr Fund Communication (XLC)
Spdr S&p Dividend Etf S&P Divid EFT (SDY)
Select Sector Spdr Trust The Industrial Select Sector Spdr Fund Indl (XLI)
Sector Spdr Trust Sbi Consumer Staples Sbi Cons Stpls (XLP)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Select Sector Spdr Trust Shs Ben Int Energy Energy (XLE)
Ishares Trust Ishares J P Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Bloomberg 1-3 Month (BIL)
Ishares Iboxx $ High Yield Corporate Bond Etf Iboxx Hi Yd Etf (HYG)
Ishares U S Technology Etf U.s. Tech Etf (IYW)

View all positions for J.Safra Asset Management

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