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iShares Lehman Aggregate Bond shares owned by Blue Oak Capital

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

Historical chart of Blue Oak 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 Blue Oak 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 Blue Oak Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $21M 216k 99.20
2025-03-31 $13M 127k 98.92
2024-12-31 $12M 120k 96.90

More positions owned by Blue Oak Capital

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Global Sustaina (DFSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Blue Oak 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