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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
2025-03-31 $2.3M 24k 98.92
2024-12-31 $2.3M 24k 96.90
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

Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napatree Capital

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond