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iShares Lehman Aggregate Bond shares owned by Saxon Interests

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

Historical chart of Saxon Interests investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 29k 97.94
2023-12-31 $3.0M 30k 99.25
2023-06-30 $2.7M 27k 97.95
2023-03-31 $2.4M 24k 99.64
2022-12-31 $2.7M 28k 99.34
2022-09-30 $2.9M 30k 96.65
2022-06-30 $3.5M 34k 101.69
2022-03-31 $3.7M 34k 107.10
2021-12-31 $4.0M 35k 112.62

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond