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iShares Lehman Aggregate Bond shares owned by Sunpointe

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

Historical chart of Sunpointe investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Sunpointe consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Sunpointe

Quarter filed Position value Share count Share price at filing
2026-06-30 $539k 5.5k 98.98

More positions owned by Sunpointe

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Broadcom (AVGO)
American Centy Etf Tr Focused Dynamic (FDG)
Micron Technology (MU)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Larg Ca Equi Etf (ACLC)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Sunpointe

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Bank of America Corporation
Wells Fargo & Company
BlackRock
Mercer Global Advisors
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Northern Trust
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Betterment
Cetera Investment Advisers
LPL Financial

View all funds holding iShares Lehman Aggregate Bond