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iShares Lehman Aggregate Bond shares owned by Capital Management Associates

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

Historical chart of Capital Management Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Capital Management Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 21k 101.27
2024-06-30 $1.1M 11k 97.07
2023-12-31 $572k 1.2k 462.86

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
General Mills (GIS)
Pimco Etf Tr 0-5 High Yield (HYS)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for Capital Management Associates

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond