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iShares Lehman Aggregate Bond shares owned by Cottage Street Advisors

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

Historical chart of Cottage Street 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 Cottage Street 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 Cottage Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 2.2k 97.95

More positions owned by Cottage Street Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Home Depot (HD)
Oneok (OKE)
CSX Corporation (CSX)
Stryker Corporation (SYK)
Ares Capital Corporation (ARCC)
Chevron Corporation (CVX)

View all positions for Cottage Street Advisors

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