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iShares Lehman Aggregate Bond shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value 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 Chevoit Value 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 Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 35k 101.27
2025-06-30 $3.5M 35k 98.94
2025-03-31 $3.4M 35k 97.78

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Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Agnico Eagle Mines Stock (AEM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Johnson & Johnson Stock (JNJ)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)
Sprott Asset Management Lp Physical Gold An Cef (CEF)
Newmont Corp Stock (NEM)
Visa Inc Com Cl A Stock (V)
Unilever Adr (UL)
Amazon Stock (AMZN)

View all positions for Chevoit Value 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