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iShares Lehman Aggregate Bond shares owned by CAP Partners

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

Historical chart of CAP 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 CAP 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 CAP Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 14k 97.94
2023-12-31 $1.2M 13k 99.25

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
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American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Apple (AAPL)
Amazon (AMZN)
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American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for CAP Partners

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond