Atomi Financial Group »

iShares Lehman Aggregate Bond shares owned by Atomi Financial Group

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

Historical chart of Atomi Financial Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Atomi Financial Group 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 Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $21M 218k 96.90
2024-09-30 $20M 198k 101.27
2024-06-30 $20M 201k 97.07
2024-03-31 $3.3M 34k 97.94
2023-12-31 $3.7M 37k 99.25
2023-09-30 $1.6M 17k 94.04
2023-06-30 $762k 7.8k 97.95

More positions owned by Atomi Financial Group

Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr U S Equity Factr (LRGF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atomi Financial Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Raymond James & Associates
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
BlackRock
Us Bancorp
Morgan Stanley
Mercer Global Advisors
Betterment
Ameriprise Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
Northern Trust

View all funds holding iShares Lehman Aggregate Bond