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iShares Lehman Aggregate Bond shares owned by Insight 2811

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Insight 2811 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Insight 2811

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 107k 97.07
2024-03-31 $9.7M 99k 97.94
2023-12-31 $8.4M 84k 99.25
2023-09-30 $7.4M 79k 94.04
2023-06-30 $7.1M 72k 97.95
2020-12-31 $404k 3.4k 118.09

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Insight 2811

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Creative Planning
Charles Schwab Investment Management
Wealth Enhancement Advisory Services
Acorns Advisers

View all funds holding iShares Lehman Aggregate Bond