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iShares Lehman Aggregate Bond shares owned by Fort Point Capital Partners

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

Historical chart of Fort Point 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 Fort Point 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 264k 99.25
2023-09-30 $38M 400k 94.04
2023-06-30 $37M 382k 97.95
2023-03-31 $35M 353k 99.64
2022-12-31 $32M 332k 96.99
2022-09-30 $21M 219k 96.34
2022-06-30 $18M 177k 101.68
2022-03-31 $24M 222k 107.10
2021-12-31 $19M 165k 114.08
2021-09-30 $19M 162k 114.83
2021-06-30 $16M 140k 115.33
2021-03-31 $16M 140k 113.83
2020-12-31 $19M 160k 118.19
2020-09-30 $17M 145k 118.06
2020-06-30 $16M 132k 118.21
2018-12-31 $375k 3.5k 106.62
2018-09-30 $379k 3.6k 105.57
2018-06-30 $400k 3.8k 106.38
2018-03-31 $747k 7.0k 107.24
2017-12-31 $411k 3.8k 109.31
2017-09-30 $412k 3.8k 109.57
2017-06-30 $435k 4.0k 109.60
2017-03-31 $306k 2.8k 108.43
2016-12-31 $406k 3.7k 108.38
2016-09-30 $504k 4.5k 112.45
2016-06-30 $542k 4.8k 112.66
2016-03-31 $483k 4.4k 110.86
2015-12-31 $406k 3.8k 108.06
2015-09-30 $453k 4.1k 109.47
2015-06-30 $313k 2.9k 108.76
2015-03-31 $321k 2.9k 111.54
2014-12-31 $278k 2.5k 109.97
2014-09-30 $276k 2.5k 109.18

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital 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