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iShares Lehman Aggregate Bond shares owned by Peddock Capital Advisors

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

Historical chart of Peddock Capital Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Peddock Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 163k 97.94
2023-12-31 $16M 163k 99.25
2023-09-30 $15M 162k 94.04
2023-06-30 $15M 156k 97.95
2023-03-31 $12M 115k 99.64
2022-12-31 $8.8M 90k 96.99
2022-09-30 $7.0M 73k 96.34
2022-06-30 $7.4M 73k 101.68
2022-03-31 $7.4M 69k 107.10
2021-12-31 $7.9M 69k 114.08
2021-09-30 $7.9M 69k 114.84
2021-06-30 $7.7M 67k 116.45
2021-03-31 $7.4M 65k 113.83
2020-12-31 $7.2M 61k 118.20
2020-09-30 $7.1M 61k 118.06
2020-06-30 $6.4M 55k 118.21
2020-03-31 $5.7M 50k 115.36
2019-12-31 $5.6M 50k 112.37
2019-09-30 $5.1M 45k 113.18
2019-06-30 $5.1M 46k 111.34
2019-03-31 $482k 44k 10.90
2018-12-31 $4.3M 40k 106.50
2018-09-30 $4.5M 43k 105.51
2018-06-30 $4.6M 43k 106.31
2018-03-31 $4.6M 43k 107.26
2017-12-31 $4.6M 42k 109.33
2017-09-30 $4.7M 43k 109.58
2017-06-30 $4.5M 41k 109.52
2017-03-31 $3.7M 34k 108.48
2016-12-31 $2.2M 21k 108.06
2016-09-30 $1.8M 16k 112.43
2016-06-30 $1.7M 15k 112.61
2016-03-31 $1.4M 13k 110.84
2015-12-31 $1.3M 12k 108.05
2015-09-30 $1.3M 12k 109.58
2015-06-30 $1.4M 13k 108.80
2015-03-31 $1.2M 11k 111.45
2014-12-31 $1.1M 9.8k 110.17

More positions owned by Peddock Capital Advisors

NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
JPMorgan Chase & Co. (JPM)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Peddock Capital Advisors

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond