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iShares Lehman Aggregate Bond shares owned by BBR Partners

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

Historical chart of BBR 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 BBR 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 BBR Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $707k 7.2k 97.94
2023-09-30 $533k 5.7k 94.04
2023-06-30 $615k 6.3k 97.95
2023-03-31 $466k 4.7k 99.64
2022-12-31 $336k 3.5k 96.99
2022-09-30 $458k 4.8k 96.28
2022-06-30 $360k 3.5k 101.72
2022-03-31 $245k 2.3k 107.13
2021-12-31 $419k 3.7k 114.04

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United Parcel Service CL B (UPS)
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Apple (AAPL)
Microsoft Corporation (MSFT)
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Kkr & Co Cl A (KKR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Fds Inf Tech Etf (VGT)
Ishares Tr Russell 3000 Etf (IWV)
Alphabet Cap Stk Cl A (GOOGL)
Philip Morris International (PM)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for BBR Partners

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
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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