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iShares Lehman Aggregate Bond shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $81k 836 97.07
2024-06-30 $81k 836 97.07
2024-03-31 $82k 836 97.94

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond