Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bull Oak Capital »

iShares Lehman Aggregate Bond shares owned by Bull Oak Capital

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

Historical chart of Bull 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 Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Bull Oak Capital

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$7.3k	72	100.85
2024-06-30	$6.9k	71	97.11
2022-03-31	$286k	2.7k	107.12

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)

American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)

Ishares Tr Core Msci Eafe Etf Etf (IEFA)

Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)

American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)

Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)

Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)

Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)

Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)

American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)

Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)

Vanguard Short Term Bond Etf Etf (BSV)

Vanguard Index Funds Vanguard Growth Etf Etf (VUG)

Vanguard Index Funds Vanguard Value Etf Etf (VTV)

Ishares Bitcoin Tr Shs Etf Etf (IBIT)

View all positions for Bull Oak Capital

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L

Raymond James & Associates

Wells Fargo & Company

Envestnet Asset Management

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Creative Planning

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z