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iShares Lehman Aggregate Bond shares owned by Sonata Capital

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

Historical chart of Sonata Capital investment in iShares Lehman Aggregate Bond

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All positions including iShares Lehman Aggregate Bond held by Sonata 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $468k 4.6k 101.28
2024-03-31 $521k 5.3k 97.91
2023-12-31 $528k 5.3k 99.23
2023-09-30 $500k 5.3k 93.97
2023-06-30 $570k 5.8k 97.92
2023-03-31 $580k 5.8k 99.64
2022-12-31 $565k 5.8k 97.06
2022-09-30 $561k 5.8k 96.38
2022-06-30 $592k 5.8k 101.70
2022-03-31 $623k 5.8k 107.03
2021-12-31 $664k 5.8k 114.07
2021-09-30 $668k 5.8k 114.76
2021-06-30 $671k 5.8k 115.27
2021-03-31 $663k 5.8k 113.90
2020-12-31 $688k 5.8k 118.19
2020-09-30 $954k 8.1k 118.08
2020-06-30 $688k 5.8k 118.19
2020-03-31 $672k 5.8k 115.44
2019-12-31 $654k 5.8k 112.35
2019-09-30 $659k 5.8k 113.21
2019-06-30 $648k 5.8k 111.32
2019-03-31 $635k 5.8k 109.09
2018-12-31 $620k 5.8k 106.51
2018-09-30 $614k 5.8k 105.48
2018-06-30 $619k 5.8k 106.34
2018-03-31 $624k 5.8k 107.20
2017-12-31 $636k 5.8k 109.26
2017-09-30 $550k 5.0k 109.54
2017-06-30 $550k 5.0k 109.54
2017-03-31 $545k 5.0k 108.54
2016-12-31 $543k 5.0k 108.15
2016-09-30 $564k 5.0k 112.33
2016-06-30 $565k 5.0k 112.53
2016-03-31 $510k 4.6k 110.77
2015-12-31 $392k 3.6k 108.02
2015-09-30 $200k 1.8k 109.35
2015-03-31 $204k 1.8k 111.54
2014-12-31 $201k 1.8k 109.90

More positions owned by Sonata Capital

Ishares Russell Mid Cap Etf Etf (IWR)
Ishares Russell 1000 Growth Et Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell 2000 Value Etf Etf (IWN)
Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

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