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iShares Lehman Aggregate Bond shares owned by Great Diamond Partners

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

Historical chart of Great Diamond 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 Great Diamond 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 Great Diamond Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.8M 78k 99.25
2023-09-30 $7.4M 79k 94.04
2023-06-30 $7.7M 79k 97.95
2023-03-31 $7.8M 79k 99.64
2022-12-31 $7.7M 79k 96.99
2022-09-30 $3.7M 39k 96.34

More positions owned by Great Diamond Partners

Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Agency Bond Etf (AGZ)
IDEXX Laboratories (IDXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Great Diamond 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