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iShares Lehman Aggregate Bond shares owned by Obermeyer Asset Management

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Obermeyer Asset Management from 13F filings

Historical chart of Obermeyer Asset Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Obermeyer Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Obermeyer Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $262k 2.6k 99.88
2025-09-30 $301k 3.0k 100.25
2013-06-30 $85k 793 107.19
2012-12-31 $88k 793 110.97
2011-12-31 $105k 950 110.53

More positions owned by Obermeyer Asset Management

Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Amazon (AMZN)
Mastercard Incorporated Cl A (MA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
RBB Us Treas 3 Mnth (TBIL)
Ishares Msci World Etf (URTH)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Obermeyer Asset Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Mercer Global Advisors
Envestnet Asset Management
Betterment
Sagespring Wealth Partners
Northern Trust
Wealth Enhancement Advisory Services
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group
LPL Financial

View all funds holding iShares Lehman Aggregate Bond