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iShares Lehman Aggregate Bond shares owned by UBS Group

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

Historical chart of UBS 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 UBS 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 UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $922M 9.4M 97.94
2023-12-31 $916M 9.2M 99.25
2023-09-30 $658M 7.0M 94.04
2023-06-30 $595M 6.1M 97.95
2023-03-31 $558M 5.6M 99.64
2022-12-31 $542M 5.6M 96.99
2022-09-30 $599M 6.2M 96.53
2022-06-30 $551M 5.4M 101.68
2022-03-31 $580M 5.4M 106.98
2021-12-31 $597M 5.2M 114.08
2021-09-30 $587M 5.1M 114.83
2021-06-30 $587M 5.1M 115.12
2021-03-31 $570M 5.0M 113.83
2020-12-31 $615M 5.3M 116.67
2020-09-30 $598M 5.1M 118.00
2020-06-30 $560M 4.7M 118.21
2020-03-31 $481M 4.2M 115.37
2019-12-31 $535M 4.8M 112.36
2019-09-30 $536M 4.7M 113.17
2019-06-30 $477M 4.3M 111.35
2019-03-31 $457M 4.2M 109.07
2018-12-31 $478M 4.5M 106.50
2018-09-30 $472M 4.5M 105.52
2018-06-30 $452M 4.3M 106.32
2018-03-31 $570M 5.3M 107.26
2017-12-31 $591M 5.4M 109.34
2017-09-30 $570M 5.2M 109.59
2017-06-30 $755M 6.9M 109.51
2017-03-31 $729M 6.7M 108.49
2016-12-31 $728M 6.7M 108.06
2016-09-30 $803M 7.1M 112.42
2016-06-30 $791M 7.0M 112.62
2016-03-31 $713M 6.4M 110.82
2015-12-31 $544M 5.0M 108.01
2015-09-30 $534M 4.9M 109.58
2015-03-31 $382M 3.4M 111.43

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ubs Group SHS Call Option (UBS)
JPMorgan Chase & Co. Call Option (JPM)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Broadcom Call Option (AVGO)
Visa Com Cl A Call Option (V)
Alphabet Cap Stk Cl C Call Option (GOOG)
UnitedHealth Call Option (UNH)

View all positions for UBS 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