Trivant Custom Portfolio Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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 Aapl (AAPL)
Microsoft Corp MSFT (MSFT)
Nvidia Corp Nvda (NVDA)
Flexshares Disciplined Durtn Mbs Etf MBSD (MBSD)
Amazon.com Amzn (AMZN)
Alphabet Inc. Class A Googl (GOOGL)
Advanced Micro Device In Amd (AMD)
Merck & Co MRK (MRK)
Ishares 0-5 Year Tips Bond Etf Stip (STIP)
Deere & Co De (DE)
Costco Wholesale Cost (COST)
Ishares Brd Usd Inv Grd Corp Bd Etf Usig (USIG)
Northrop Grumman Noc (NOC)
General Electric Co Trades With Due Bills Ge (GE)
Lowes Companies Low (LOW)

View all positions for Trivant Custom Portfolio Group

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