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iShares Lehman Aggregate Bond shares owned by Partners Capital Investment Group

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

Historical chart of Partners Capital Investment Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Partners Capital Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $95M 937k 101.27
2022-03-31 $6.6M 61k 107.10
2021-12-31 $7.0M 61k 114.08
2021-09-30 $8.0M 69k 114.83

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
Vanguard Value ETF Value Etf (VTV)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)

View all positions for Partners Capital Investment Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond