True North Advisors »

iShares Lehman Aggregate Bond shares owned by True North Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by True North Advisors from 13F filings

Historical chart of True North Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by True North Advisors 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 True North Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $478k 4.9k 96.99

More positions owned by True North Advisors

Lennox International (LII)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Dow (DOW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Boeing Company (BA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Nuveen Muni Value Fund (NUV)
Dupont De Nemours (DD)
Exxon Mobil Corporation (XOM)
Corteva (CTVA)

View all positions for True North Advisors

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