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iShares Lehman Aggregate Bond shares owned by Whittier Trust

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

Historical chart of Whittier Trust investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Whittier Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.7M 87k 99.25
2023-09-30 $8.9M 95k 94.04
2023-06-30 $6.1M 62k 97.95
2023-03-31 $7.7M 77k 99.64
2022-12-31 $8.4M 87k 96.99
2022-09-30 $11M 116k 96.34
2022-06-30 $12M 120k 101.68
2022-03-31 $13M 121k 107.10
2021-12-31 $13M 118k 114.08
2021-09-30 $14M 119k 114.83
2021-06-30 $14M 123k 115.33
2021-03-31 $15M 127k 113.83
2020-12-31 $14M 122k 118.19
2020-09-30 $14M 120k 118.06
2020-06-30 $14M 119k 118.21
2020-03-31 $14M 118k 115.37
2019-12-31 $13M 115k 112.37
2019-09-30 $14M 122k 113.17
2019-06-30 $14M 123k 111.35
2019-03-31 $15M 135k 109.07
2018-12-31 $20M 192k 106.49
2018-09-30 $22M 209k 105.52
2018-06-30 $11M 96k 109.40
2018-03-31 $28M 263k 107.25
2017-12-31 $28M 258k 109.33
2017-09-30 $26M 237k 109.59
2017-06-30 $24M 219k 109.51
2017-03-31 $22M 205k 108.49
2016-12-31 $20M 187k 108.06
2016-09-30 $18M 156k 112.42
2016-06-30 $18M 156k 112.61
2016-03-31 $18M 162k 110.82
2015-12-31 $15M 141k 108.01
2015-09-30 $12M 108k 109.58
2015-06-30 $12M 108k 108.78
2015-03-31 $9.2M 82k 111.42
2014-12-31 $9.8M 89k 110.12
2014-09-30 $10M 95k 109.11
2014-06-30 $11M 96k 109.40
2014-03-31 $8.8M 81k 107.91
2013-12-31 $8.1M 76k 106.43
2013-09-30 $9.1M 85k 107.19
2013-06-30 $7.7M 72k 107.21
2012-03-31 $13M 118k 109.85

More positions owned by Whittier Trust

Apple Computer Us Large-cap Equities (AAPL)
Microsoft Corp Us Large-cap Equities (MSFT)
SPDR TR S&P 500 Etf Equity (SPY)
Ishares S&p 500 Index Etf Equity (IVV)
Nvidia Corp Us Large-cap Equities (NVDA)
Alphabet Inc Cl C Us Large-cap Equities (GOOG)
Amazon Us Large-cap Equities (AMZN)
Berkshire Hathaway Inc Del Cl A Us Large-cap Equities (BRK.A)
Visa Inc Com Cl A Us Large-cap Equities (V)
J P Morgan Chase & Co Us Large-cap Equities (JPM)
Ishares S&p Midcap 400 Index Etf Equity (IJH)
Midcap Spdr Tr Unit Ser 1 Etf Equity (MDY)
Broadcom Us Large-cap Equities (AVGO)
Berkshire Hathaway Inc Del Cl B Us Large-cap Equities (BRK.B)
Vanguard Ftse Developed Markets Etf Equity (VEA)

View all positions for Whittier Trust

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