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iShares Lehman Aggregate Bond shares owned by Carnick & Kubik

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Carnick & Kubik from 13F filings

Historical chart of Carnick & Kubik investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Carnick & Kubik consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Carnick & Kubik

Quarter filed Position value Share count Share price at filing
2024-03-31 $23M 236k 97.94
2023-12-31 $22M 220k 99.25
2023-09-30 $20M 213k 94.04
2023-06-30 $20M 203k 97.95
2023-03-31 $21M 208k 99.64
2022-12-31 $16M 161k 96.99
2022-09-30 $8.4M 87k 96.34

More positions owned by Carnick & Kubik

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Amazon (AMZN)
Lam Research Corporation (LRCX)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Indl (XLI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)

View all positions for Carnick & Kubik

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