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iShares Lehman Aggregate Bond shares owned by Smith Capital Management

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

Historical chart of Smith 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 Smith 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 Smith Capital Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $4.4M 37k 118.07
2020-06-30 $4.2M 36k 118.20
2020-03-31 $3.8M 33k 115.38
2019-12-31 $743k 6.6k 112.42
2019-09-30 $668k 5.9k 113.14
2019-06-30 $617k 5.5k 111.29

More positions owned by Smith Capital Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Cable One (CABO)

View all positions for Smith Capital Management

Top funds holding iShares Lehman Aggregate Bond

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

View all funds holding iShares Lehman Aggregate Bond