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iShares Lehman Aggregate Bond shares owned by Vernal Point Advisors

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

Historical chart of Vernal Point 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 Vernal Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Vernal Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1M 70k 101.27
2024-06-30 $6.8M 70k 97.07
2024-03-31 $6.9M 70k 97.94
2023-12-31 $6.4M 65k 99.25

More positions owned by Vernal Point Advisors

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Vernal Point Advisors

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