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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
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)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Bally's Corp (BALY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Eafe Grwth Etf (EFG)
Washington Trust Ban (WASH)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Metals Mng (XME)

View all positions for Napatree Capital

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond