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iShares Lehman Aggregate Bond shares owned by DT Investment Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by DT Investment Partners from 13F filings

Historical chart of DT Investment Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by DT Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 235k 98.65
2023-09-30 $2.6M 28k 94.02
2023-06-30 $3.4M 35k 96.81
2023-03-31 $204k 2.1k 98.74
2022-06-30 $801k 7.9k 101.69
2022-03-31 $893k 8.3k 107.13
2018-12-31 $2.3M 21k 106.48
2018-09-30 $2.4M 23k 105.53
2018-06-30 $2.5M 24k 106.35
2018-03-31 $50M 470k 107.25
2017-12-31 $51M 463k 109.33
2017-09-30 $51M 463k 109.59
2017-06-30 $49M 443k 109.51
2017-03-31 $48M 444k 108.49
2016-12-31 $49M 451k 108.06
2016-09-30 $49M 435k 112.42
2016-06-30 $47M 416k 112.61
2016-03-31 $45M 404k 110.83
2015-12-31 $45M 418k 108.01
2015-09-30 $45M 414k 109.58
2015-06-30 $46M 426k 108.78
2015-03-31 $48M 429k 111.43
2014-12-31 $45M 405k 110.12
2014-09-30 $33M 306k 109.11
2014-06-30 $32M 296k 109.40
2014-03-31 $28M 263k 107.91
2013-12-31 $27M 253k 106.43
2013-09-30 $27M 255k 107.20
2013-06-30 $26M 239k 107.21
2013-03-31 $26M 234k 110.73
2012-12-31 $20M 183k 111.08
2012-09-30 $17M 150k 112.45
2012-06-30 $19M 174k 111.30
2011-12-31 $17B 152k 110250.08

More positions owned by DT Investment Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Small Cp Etf (VB)
Dow (DOW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for DT Investment Partners

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