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iShares Lehman Aggregate Bond shares owned by Ballentine Partners

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

Historical chart of Ballentine Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ballentine Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 16k 100.25
2025-06-30 $1.6M 16k 99.20
2025-03-31 $1.5M 16k 98.92
2024-12-31 $1.5M 15k 96.90
2024-09-30 $5.7M 56k 101.27
2024-06-30 $5.5M 56k 97.07
2024-03-31 $5.6M 58k 97.94
2023-12-31 $5.7M 58k 99.25
2023-09-30 $5.4M 58k 94.04
2023-06-30 $5.6M 58k 97.95
2023-03-31 $6.0M 60k 99.64
2022-12-31 $4.9M 50k 96.99
2022-09-30 $2.0M 21k 96.32
2022-06-30 $2.2M 22k 101.67
2022-03-31 $2.4M 22k 107.12
2021-12-31 $2.4M 21k 114.08
2021-09-30 $2.3M 20k 114.82
2021-06-30 $2.3M 20k 115.33
2021-03-31 $2.2M 20k 113.83
2020-12-31 $2.4M 21k 118.20
2020-09-30 $2.5M 21k 118.08
2020-06-30 $2.9M 24k 118.20
2020-03-31 $2.7M 24k 115.38
2019-12-31 $2.8M 25k 112.38
2019-09-30 $2.9M 25k 113.16
2019-06-30 $2.7M 24k 111.33
2019-03-31 $2.7M 25k 109.08
2018-12-31 $2.6M 25k 106.49
2018-09-30 $2.6M 24k 105.50
2018-06-30 $2.6M 25k 106.32
2018-03-31 $2.8M 26k 107.23
2017-12-31 $2.9M 26k 109.31
2017-09-30 $2.9M 27k 109.57
2017-06-30 $2.9M 27k 109.45
2017-03-31 $107k 262k 0.41
2016-06-30 $0 0 0.00

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Ballentine Partners

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