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iShares Lehman Aggregate Bond shares owned by Atlantic Trust

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

Historical chart of Atlantic Trust investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $92k 934 97.94
2023-12-31 $132k 1.3k 99.25
2023-09-30 $225k 2.4k 94.04
2023-06-30 $263k 2.7k 97.95
2023-03-31 $83k 832 99.64
2022-12-31 $81k 832 97.36
2022-09-30 $49k 506 96.84

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Automatic Data Processing (ADP)
Visa Com Cl A (V)
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View all positions for Atlantic Trust

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
BlackRock
Bank of America Corporation
Envestnet Asset Management
Us Bancorp
Morgan Stanley
Goldman Sachs Group
Mercer Global Advisors
Betterment
Envestnet Portfolio Solutions
Northern Trust
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Aggregate Bond