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iShares Lehman Aggregate Bond shares owned by Optas

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

Historical chart of Optas investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Optas

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 42k 97.94
2023-12-31 $4.2M 42k 99.25
2023-09-30 $6.7M 72k 94.04
2023-06-30 $347k 3.5k 97.95
2023-03-31 $390k 3.9k 99.64

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View all positions for Optas

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