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iShares Lehman Aggregate Bond shares owned by Canopy Partners

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

Historical chart of Canopy 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 Canopy 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 Canopy Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $342k 3.5k 99.20
2025-03-31 $341k 3.5k 98.92
2024-12-31 $389k 4.0k 96.90
2024-09-30 $406k 4.0k 101.27
2024-06-30 $206k 2.1k 97.07
2024-03-31 $224k 2.3k 97.94
2023-12-31 $212k 2.1k 99.25

More positions owned by Canopy Partners

Apple Common Stock (AAPL)
Vanguard Total Stock Market ETF Etf (VTI)
Microsoft Common Stock (MSFT)
Spdr S&p 500 Etf Etf (SPY)
Nvidia Corp Common Stock (NVDA)
iShares Core MSCI EAFE ETF Etf (IEFA)
Dimensional US Core Equity Markt ETF Etf (DFAU)
SPDR S&P Midcap 400 ETF Etf (MDY)
Alphabet Inc. Class A Common Stock (GOOGL)
Amazon.Com Common Stock (AMZN)
Meta Platforms Inc Class A Common Stock (META)
Blackstone Private Credi T Fund Class I Fund
Dimensional ETF Etf (DFAX)
iShares Russell Mid Cap ETF Etf (IWR)
iShares Core MSCI Emerging ETF Etf (IEMG)

View all positions for Canopy 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