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iShares Lehman Aggregate Bond shares owned by Chapin Davis

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

Historical chart of Chapin Davis investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Chapin Davis

Quarter filed Position value Share count Share price at filing
2024-03-31 $449k 4.6k 97.94
2023-12-31 $448k 4.5k 99.25
2023-09-30 $424k 4.5k 94.02
2023-06-30 $436k 4.5k 97.96
2023-03-31 $433k 4.3k 99.66
2022-12-31 $308k 3.2k 96.99

More positions owned by Chapin Davis

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Fair Isaac Corporation (FICO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Uber Technologies (UBER)
Arista Networks (ANET)
General Electric Com New (GE)

View all positions for Chapin Davis

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