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iShares Lehman Aggregate Bond shares owned by Napatree Capital

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

Historical chart of Napatree 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 Napatree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Napatree Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 22k 101.27
2024-06-30 $1.9M 20k 97.07
2024-03-31 $1.9M 20k 95.23
2023-12-31 $2.0M 20k 99.25

More positions owned by Napatree Capital

Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Bally's Corp (BALY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Napatree Capital

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Raymond James & Associates
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
Northern Trust

View all funds holding iShares Lehman Aggregate Bond