AlTi Global »

iShares Lehman Aggregate Bond shares owned by AlTi Global

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

Historical chart of AlTi Global investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by AlTi Global

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 63k 100.25
2025-06-30 $6.2M 63k 98.55
2025-03-31 $5.5M 56k 98.92
2024-12-31 $4.6M 48k 96.91
2024-09-30 $6.1M 60k 101.27
2024-06-30 $5.6M 57k 97.07
2024-03-31 $5.2M 53k 97.94
2023-12-31 $5.3M 53k 99.25

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded No Amer Energy (EMLP)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for AlTi Global

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond