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iShares Lehman Aggregate Bond shares owned by Steele Capital Management

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

Historical chart of Steele 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 Steele 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 Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $81M 795k 101.27
2024-06-30 $75M 767k 97.07
2024-03-31 $77M 781k 97.94
2023-12-31 $72M 728k 99.25

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

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