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iShares Lehman Aggregate Bond shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis Capital 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 Fidelis Capital 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 Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $868k 8.7k 100.25
2025-06-30 $906k 9.1k 99.21
2025-03-31 $726k 7.4k 98.60
2024-12-31 $708k 7.3k 97.17
2024-09-30 $1.1M 12k 98.60
2023-12-31 $414k 4.2k 99.25
2023-06-30 $1.1M 11k 97.95

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Sprott Asset Management Physical Silver (PSLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Fidelis Capital Partners

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