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iShares Lehman Aggregate Bond shares owned by Private Ocean

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

Historical chart of Private Ocean investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 14k 97.07
2024-03-31 $1.3M 13k 97.94
2023-12-31 $980k 9.9k 99.25
2023-09-30 $1.7M 18k 94.04
2023-06-30 $3.2M 33k 97.95
2023-03-31 $3.1M 31k 99.64
2022-12-31 $3.2M 33k 96.99
2022-09-30 $2.2M 23k 96.31
2022-06-30 $2.9M 29k 101.66
2022-03-31 $548k 5.1k 107.16
2021-12-31 $182k 1.6k 114.11
2021-09-30 $193k 1.7k 115.02
2021-06-30 $184k 1.6k 115.36
2020-09-30 $44k 370 118.92
2018-12-31 $67k 626 107.03
2018-09-30 $216k 2.0k 105.52
2018-06-30 $201k 1.9k 106.12
2018-03-31 $1.2M 12k 107.21
2017-12-31 $1.0M 9.4k 109.34
2017-09-30 $1.0M 9.4k 109.56
2017-06-30 $1.0M 9.3k 109.52
2017-03-31 $987k 9.1k 108.47
2016-12-31 $1.1M 9.8k 108.04
2016-09-30 $999k 8.9k 112.44
2016-06-30 $800k 7.1k 112.63
2016-03-31 $783k 7.1k 110.88
2015-12-31 $856k 7.9k 107.96
2015-09-30 $809k 6.5k 124.14
2015-06-30 $709k 6.5k 108.79
2015-03-31 $687k 6.2k 111.47
2014-12-31 $763k 6.9k 110.05
2014-09-30 $730k 6.7k 109.17
2014-06-30 $622k 5.7k 109.45
2014-03-31 $599k 5.6k 107.85
2013-12-31 $576k 5.4k 106.51

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond