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iShares Lehman Aggregate Bond shares owned by NorthLanding Financial Partners

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

Historical chart of NorthLanding Financial Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by NorthLanding Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 74k 97.94
2023-12-31 $5.6M 56k 99.25
2023-09-30 $5.1M 55k 94.04
2023-06-30 $5.1M 52k 97.95
2023-03-31 $9.4M 94k 99.64
2022-12-31 $9.1M 94k 96.99
2022-09-30 $8.9M 92k 96.34

More positions owned by NorthLanding Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for NorthLanding Financial Partners

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