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iShares Lehman Aggregate Bond shares owned by Attessa Capital

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

Historical chart of Attessa Capital investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Attessa Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $730k 7.3k 100.54
2025-06-30 $640k 6.5k 99.20
2025-03-31 $394k 4.0k 98.92
2024-12-31 $343k 3.5k 96.90

More positions owned by Attessa Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)

View all positions for Attessa Capital

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