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iShares Lehman Aggregate Bond shares owned by TCP Asset Management

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

Historical chart of TCP 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 TCP 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 TCP Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 151k 97.94
2023-12-31 $16M 156k 99.25
2023-09-30 $15M 154k 94.04
2023-06-30 $15M 148k 97.95
2023-03-31 $13M 132k 99.64
2022-12-31 $10M 105k 96.99

More positions owned by TCP Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ea Series Trust Strive Total Ret (STXT)
Ea Series Trust Strive Enhanced (BUXX)
Dimensional Etf Trust Us High Profitab (DUHP)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for TCP Asset Management

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