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iShares Lehman Aggregate Bond shares owned by Custos Family Office

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Custos Family Office from 13F filings

Historical chart of Custos Family Office investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Custos Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 23k 99.25

More positions owned by Custos Family Office

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Custos Family Office

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