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iShares Lehman Aggregate Bond shares owned by Coconut Grove Bank

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Coconut Grove Bank from 13F filings

Historical chart of Coconut Grove Bank investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Coconut Grove Bank

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 57k 100.25
2025-06-30 $5.6M 56k 99.20
2025-03-31 $5.4M 55k 98.92
2024-12-31 $5.2M 54k 96.90
2024-09-30 $4.3M 42k 101.27
2024-06-30 $3.9M 40k 97.07
2024-03-31 $4.2M 43k 97.94
2023-12-31 $3.8M 39k 99.25
2023-09-30 $1.5M 16k 94.04
2023-06-30 $1.4M 15k 97.95
2023-03-31 $1.4M 14k 99.64
2022-12-31 $1.4M 14k 96.98
2022-09-30 $1.9M 20k 96.33
2022-06-30 $2.0M 20k 101.68
2022-03-31 $3.1M 29k 107.09
2021-12-31 $3.6M 31k 114.07
2021-09-30 $3.4M 30k 114.83
2021-06-30 $3.1M 27k 115.35
2021-03-31 $3.1M 27k 113.84
2020-12-31 $2.9M 24k 118.20
2020-09-30 $2.6M 22k 118.05
2020-06-30 $2.4M 20k 118.22
2020-03-31 $2.0M 17k 115.37
2019-12-31 $1.5M 13k 112.39
2019-09-30 $1.5M 14k 113.17
2019-06-30 $1.3M 12k 111.39
2019-03-31 $1.1M 9.7k 109.09
2018-12-31 $956k 9.0k 106.47
2018-09-30 $1.4M 13k 105.51
2018-06-30 $5.1M 48k 106.31
2018-03-31 $5.1M 47k 107.25
2017-12-31 $4.7M 43k 109.33
2017-09-30 $4.4M 41k 109.59
2017-06-30 $3.1M 28k 109.52
2017-03-31 $2.6M 24k 108.51
2016-12-31 $2.7M 25k 108.06
2016-09-30 $2.7M 24k 112.43
2016-06-30 $2.7M 24k 112.63
2016-03-31 $2.6M 24k 110.81
2015-12-31 $2.6M 24k 108.01

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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Coconut Grove Bank

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