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iShares Lehman Aggregate Bond shares owned by Ti-trust

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

Historical chart of Ti-trust investment in iShares Lehman Aggregate Bond

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Ti-trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 39k 97.94
2023-12-31 $4.0M 41k 99.25
2023-09-30 $3.8M 40k 94.04
2023-06-30 $3.9M 39k 97.95
2023-03-31 $3.8M 38k 99.64
2022-12-31 $3.6M 37k 96.99
2022-09-30 $3.8M 40k 96.33
2022-06-30 $4.1M 40k 101.68
2022-03-31 $4.6M 43k 107.09
2021-12-31 $4.8M 42k 114.07
2019-12-31 $3.5M 31k 112.36

More positions owned by Ti-trust

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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Caterpillar (CAT)
Illinois Tool Works (ITW)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Exxon Mobil Corporation (XOM)
Merck & Co (MRK)
Ishares Tr Tips Bd Etf (TIP)
Chevron Corporation (CVX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Ti-trust

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