Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

InterOcean Capital Group »

iShares Lehman Aggregate Bond shares owned by InterOcean Capital Group

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

Historical chart of InterOcean Capital Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by InterOcean Capital Group

Quarter filed	Position value	Share count	Share price at filing
2023-06-30	$1.0M	10k	97.95
2023-03-31	$337k	3.4k	99.64
2022-12-31	$735k	7.6k	96.99
2022-09-30	$442k	4.6k	96.36
2022-06-30	$832k	8.2k	101.66

More positions owned by InterOcean Capital Group

Apple Stock (AAPL)

Spdr S&p 500 Etf Trust Etf (SPY)

Technology Select Sector Spdr Fund Etf (XLK)

Microsoft Corp Stock (MSFT)

Amazon Stock (AMZN)

Alphabet Inc Cap Stk Cl C Stock (GOOG)

Health Care Select Sector Spdr Fund Etf (XLV)

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

Jpmorgan Chase & Co Stock (JPM)

Walmart Stock (WMT)

S&p Global Stock (SPGI)

Nvidia Corporation Stock (NVDA)

Caterpillar Stock (CAT)

Mastercard Incorporated Cl A Stock (MA)

Vanguard S&p 500 Etf Etf (VOO)

View all positions for InterOcean Capital Group

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates

Wells Fargo & Company

Bank of America Corporation

Goldman Sachs Group

Mercer Global Advisors

Envestnet Portfolio Solutions

Charles Schwab Investment Management

Creative Planning

Wealth Enhancement Advisory Services

First Citizens Bank & Trust

Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z