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iShares Lehman Aggregate Bond shares owned by Smith Capital Management

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

Historical chart of Smith Capital Management investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Smith Capital Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $4.4M 37k 118.07
2020-06-30 $4.2M 36k 118.20
2020-03-31 $3.8M 33k 115.38
2019-12-31 $743k 6.6k 112.42
2019-09-30 $668k 5.9k 113.14
2019-06-30 $617k 5.5k 111.29

More positions owned by Smith Capital Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Cable One (CABO)

View all positions for Smith Capital Management

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