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iShares Lehman Aggregate Bond shares owned by SCS Capital Management

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $47M 470k 99.25
2023-09-30 $570k 6.1k 94.05
2023-06-30 $589k 6.0k 97.96
2023-03-31 $1.4M 14k 99.64
2022-12-31 $1.3M 13k 97.01
2022-09-30 $841k 8.7k 96.38
2022-06-30 $2.1M 21k 101.67
2022-03-31 $938k 8.8k 107.11
2021-12-31 $1.1M 9.9k 114.08
2021-09-30 $1.2M 10k 114.78
2021-06-30 $1.5M 13k 115.30
2021-03-31 $1.5M 13k 113.80
2020-12-31 $1.6M 13k 118.21
2020-09-30 $12M 101k 118.06
2020-06-30 $1.5M 13k 118.24
2020-03-31 $3.0M 26k 115.35
2019-12-31 $12M 105k 112.37
2019-09-30 $8.9M 79k 113.17
2019-06-30 $26M 230k 111.35
2019-03-31 $121M 1.1M 109.07
2018-12-31 $129M 1.2M 106.49
2018-09-30 $113M 1.1M 105.52
2018-06-30 $116M 1.1M 106.32
2018-03-31 $204M 1.9M 107.25
2017-12-31 $440M 4.0M 109.33
2017-09-30 $401M 3.7M 109.59
2017-06-30 $388M 3.5M 109.51
2017-03-31 $429M 4.0M 108.49
2016-12-31 $523M 4.8M 108.06
2016-09-30 $594M 5.3M 112.42
2016-06-30 $537M 4.8M 112.59
2016-03-31 $786M 7.1M 110.83
2015-12-31 $451M 4.2M 108.01
2015-09-30 $493M 4.5M 109.58
2015-06-30 $164M 1.5M 108.78
2015-03-31 $84M 753k 111.43
2014-12-31 $354M 3.2M 110.12
2014-09-30 $133M 1.2M 109.11
2014-06-30 $54M 494k 109.40
2013-12-31 $404k 3.8k 106.46
2013-09-30 $12M 108k 107.20
2013-03-31 $57M 516k 110.73
2012-12-31 $11M 95k 111.08

More positions owned by SCS Capital Management

Ishares Tr Russell 3000 Etf (IWV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for SCS 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