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iShares Lehman Aggregate Bond shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 129 101.27
2024-06-30 $13k 132 97.08
2024-03-31 $13k 134 97.94
2023-12-31 $13k 134 99.25
2023-09-30 $13k 143 94.04
2023-06-30 $14k 143 97.95
2023-03-31 $22k 217 99.64

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)
Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond