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iShares Lehman Aggregate Bond shares owned by GP Brinson Investments

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

Historical chart of GP Brinson 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 GP Brinson 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 GP Brinson Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $28M 281k 97.94
2023-12-31 $28M 281k 99.25
2023-09-30 $10M 108k 94.04
2023-06-30 $4.1M 42k 97.95
2023-03-31 $4.1M 42k 99.64
2022-12-31 $4.0M 42k 96.99
2022-09-30 $4.0M 42k 96.34

More positions owned by GP Brinson Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Enterprise Products Partners (EPD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fs Kkr Capital Corp (FSK)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Global Reit Etf (REET)
Owl Rock Capital Corporation (OBDC)
Chipotle Mexican Grill (CMG)
Kkr Real Estate Finance Trust (KREF)
Ares Capital Corporation (ARCC)
Morgan Stanley India Investment Fund (IIF)
Ishares Msci Jpn Etf New (EWJ)

View all positions for GP Brinson Investments

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