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iShares Lehman Aggregate Bond shares owned by Impact Capital Partners

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

Historical chart of Impact 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 Impact 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 Impact Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 48k 100.25
2025-06-30 $5.0M 50k 99.20
2025-03-31 $4.2M 42k 98.92
2024-12-31 $4.9M 51k 96.90

More positions owned by Impact Capital Partners

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Broadcom (AVGO)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Oracle Corporation (ORCL)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Johnson & Johnson (JNJ)
Ibex Shs New (IBEX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Impact 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