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iShares Lehman Aggregate Bond shares owned by Traub Capital Management

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

Historical chart of Traub 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 Traub 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 Traub Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 2.8k 100.25
2025-06-30 $273k 2.8k 99.20

More positions owned by Traub Capital Management

Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Meta Platforms Cl A (META)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Traub Capital Management

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Morgan Stanley
Betterment
Sagespring Wealth Partners
Mastercard Foundation Asset Management Corp
Wealth Enhancement Advisory Services
Northern Trust
Ameriprise Financial
Cetera Investment Advisers

View all funds holding iShares Lehman Aggregate Bond