Insight 2811 »

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

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202505M10M15M050k100k150k
Value ($)Share countHistorical AGG position of Insight 2811 Source: stockzoa.comValue ($)Share count

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Insight 2811

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 144k 96.90
2024-09-30 $13M 126k 101.27
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 20 Yr Tr Bd Etf (TLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)

View all positions for Insight 2811

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
BlackRock
Us Bancorp
Morgan Stanley
Mercer Global Advisors
Betterment
Ameriprise Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
Wealth Enhancement Advisory Services
Northern Trust

View all funds holding iShares Lehman Aggregate Bond