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iShares Lehman Aggregate Bond shares owned by Tassel Capital Management

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

Historical chart of Tassel 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 Tassel 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 Tassel Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2M 22k 98.98
2025-03-31 $544k 5.5k 98.92
2024-12-31 $210k 2.2k 96.92

More positions owned by Tassel Capital Management

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Columbia Etf Tr I Core Bond Etf (CRUX)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Tassel Capital Management

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