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iShares Lehman Aggregate Bond shares owned by CPR Investments

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

Historical chart of CPR Investments investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by CPR Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 18k 100.25
2025-06-30 $1.4M 14k 99.20
2025-03-31 $1.3M 13k 98.92
2024-12-31 $673k 6.9k 96.90

More positions owned by CPR Investments

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Investment Managers Ser Tr I Tradr 2x Long In (QQQP)
Proshares Tr Short S&p 500 Ne (SH)
Investment Managers Ser Tr I Tradr 2x Long Sp (SPYQ)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for CPR Investments

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