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iShares Lehman Aggregate Bond shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 59k 97.94
2021-12-31 $387k 3.3k 118.24
2020-12-31 $387k 3.3k 118.24
2020-09-30 $1.3M 11k 118.06
2020-06-30 $1.4M 12k 118.23