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iShares Lehman Aggregate Bond shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital 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 Carmel Capital 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 Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $245k 2.5k 97.96
2023-09-30 $16k 170 94.04
2023-06-30 $59k 602 97.95
2023-03-31 $60k 602 99.64
2022-03-31 $255k 2.4k 107.10
2021-12-31 $272k 2.4k 114.24

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Lennar Corp Cl A (LEN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vaneck Etf Trust Preferred Securt (PFXF)
Lennar Corp CL B (LEN.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Starwood Property Trust (STWD)
Occidental Petroleum Corporation (OXY)
Oracle Corporation (ORCL)

View all positions for Carmel Capital 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