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iShares Lehman Aggregate Bond shares owned by Pallas Capital Advisors

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

Historical chart of Pallas Capital 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 Pallas Capital 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 Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $708k 7.2k 97.94
2023-12-31 $911k 9.2k 99.25
2021-12-31 $221k 2.0k 112.41
2021-09-30 $1.5M 14k 114.42
2021-06-30 $1.7M 14k 116.56

More positions owned by Pallas Capital Advisors

Bruker Corporation (BRKR)
Global Partners Com Units (GLP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Broadcom (AVGO)

View all positions for Pallas Capital 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