Stone Asset Management »

iShares Lehman Aggregate Bond shares owned by Stone Asset Management

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

Historical chart of Stone Asset 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 Stone Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Stone Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $556k 5.6k 99.64
2022-12-31 $2.4M 25k 96.99
2022-09-30 $2.7M 28k 96.35
2022-06-30 $3.6M 36k 101.69
2022-03-31 $1.9M 18k 107.09
2021-12-31 $3.5M 30k 114.09

More positions owned by Stone Asset Management

Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Stone Asset 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