Private Capital Management »

iShares Lehman Aggregate Bond shares owned by Private Capital Management

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

Historical chart of Private Capital 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 Private Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Private Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $276k 2.8k 99.25
2022-06-30 $436k 4.1k 107.05
2022-03-31 $436k 4.1k 107.05
2021-12-31 $431k 3.8k 114.08
2021-09-30 $445k 3.9k 114.78
2020-12-31 $221k 1.9k 118.18

More positions owned by Private Capital Management

Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Dimensional Etf Trust Us Equity Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pepsi (PEP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Insight Enterprises (NSIT)

View all positions for Private Capital Management

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