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iShares Lehman Aggregate Bond shares owned by Twin Focus Capital Partners

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

Historical chart of Twin Focus Capital Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Twin Focus Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Twin Focus Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 64k 99.25
2023-09-30 $4.9M 52k 94.04
2023-06-30 $5.7M 58k 97.95
2023-03-31 $5.6M 56k 99.64
2022-12-31 $5.5M 56k 96.99
2022-09-30 $4.6M 47k 96.34
2022-06-30 $4.9M 48k 101.69
2022-03-31 $3.8M 36k 107.12
2021-12-31 $4.6M 40k 114.07
2021-09-30 $4.6M 40k 114.84
2021-06-30 $4.7M 40k 115.33
2021-03-31 $4.9M 43k 113.84
2020-12-31 $4.8M 41k 118.19
2020-09-30 $4.6M 39k 118.05
2020-06-30 $4.6M 39k 118.21
2020-03-31 $4.5M 39k 115.37
2019-12-31 $4.8M 42k 112.37
2019-09-30 $4.0M 35k 113.17
2019-06-30 $4.0M 36k 111.34
2019-03-31 $3.9M 36k 109.08
2018-12-31 $4.4M 41k 106.50
2018-09-30 $7.0M 66k 105.51
2018-06-30 $7.5M 70k 106.33
2018-03-31 $8.1M 75k 107.26
2017-12-31 $7.4M 68k 109.34
2017-09-30 $6.5M 59k 109.59
2017-06-30 $6.6M 60k 109.51
2017-03-31 $5.6M 51k 108.49
2016-12-31 $4.7M 44k 108.05
2016-09-30 $4.2M 38k 112.41
2016-06-30 $3.3M 30k 112.63
2016-03-31 $1.8M 26k 70.78
2015-12-31 $1.8M 16k 108.01
2015-09-30 $958k 8.7k 109.55

More positions owned by Twin Focus Capital Partners

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dell Technologies CL C (DELL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Twin Focus Capital Partners

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