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iShares Lehman Aggregate Bond shares owned by Prairiewood Capital

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

Historical chart of Prairiewood 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 Prairiewood 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 Prairiewood Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $555k 5.7k 97.94
2023-12-31 $517k 5.2k 99.25
2023-09-30 $425k 4.5k 94.03
2023-06-30 $347k 3.5k 97.94
2023-03-31 $352k 3.5k 99.65
2022-12-31 $346k 3.6k 96.98

More positions owned by Prairiewood Capital

Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Global X Fds Us Pfd Etf (PFFD)
Golub Capital BDC (GBDC)
Vanguard Index Fds Real Estate Etf (VNQ)
Broadstone Net Lease (BNL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Prairiewood Capital

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