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iShares Lehman Aggregate Bond shares owned by Charter Capital Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 37k 100.25
2025-06-30 $3.5M 35k 99.20

More positions owned by Charter Capital Management

Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Us Bancorp Del Com New (USB)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Alphabet Cap Stk Cl A (GOOGL)
Uber Technologies (UBER)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Charter Capital Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond