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iShares Lehman Aggregate Bond shares owned by PYA Waltman Capital

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

Historical chart of PYA Waltman Capital investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by PYA Waltman Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 10k 99.25
2023-09-30 $684k 7.3k 94.04
2023-06-30 $698k 7.3k 96.00
2023-03-31 $725k 7.3k 99.64
2022-12-31 $794k 8.2k 96.99

More positions owned by PYA Waltman Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ross Stores (ROST)
TransDigm Group Incorporated (TDG)
Markel Corporation (MKL)
T Rowe Price Etf Cap Appreciation (TCAF)
Post Holdings Inc Common (POST)
Sprott Physical Gold & Silve Tr Unit (CEF)
S&p Global (SPGI)
Alphabet Cap Stk Cl A (GOOGL)
Heico Corp Cl A (HEI.A)
Amazon (AMZN)
Danaher Corporation (DHR)
Johnson & Johnson (JNJ)
Bellring Brands Common Stock (BRBR)
Vail Resorts (MTN)

View all positions for PYA Waltman Capital

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