Intersect Capital »

iShares Lehman Aggregate Bond shares owned by Intersect Capital

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

Historical chart of Intersect Capital investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Intersect Capital 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 Intersect Capital

Quarter filed Position value Share count Share price at filing
2022-06-30 $558k 5.5k 101.60
2022-03-31 $532k 5.0k 107.15
2021-12-31 $461k 4.0k 114.17
2021-09-30 $319k 2.8k 114.96
2021-06-30 $320k 2.8k 115.32
2021-03-31 $270k 2.4k 113.68
2020-12-31 $224k 1.9k 118.39

More positions owned by Intersect Capital

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Crowdstrike Hldgs Cl A (CRWD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Johnson & Johnson (JNJ)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)

View all positions for Intersect Capital

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond