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iShares Lehman Aggregate Bond shares owned by Patten & Patten

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

Historical chart of Patten & Patten investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Patten & Patten

Quarter filed Position value Share count Share price at filing
2024-03-31 $703k 7.2k 97.94

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Progressive Corporation (PGR)
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View all positions for Patten & Patten

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
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Envestnet Asset Management
Us Bancorp
Morgan Stanley
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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