iShares Lehman Aggregate Bond shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Lehman Aggregate Bond
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman Aggregate Bond held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman Aggregate Bond by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $248k | 2.5k | 99.26 |
2023-09-30 | $441k | 4.7k | 94.04 |
2023-06-30 | $458k | 4.7k | 97.95 |
2023-03-31 | $312k | 3.1k | 99.63 |
2022-03-31 | $221k | 2.1k | 106.92 |
2021-12-31 | $277k | 2.4k | 113.90 |
2021-09-30 | $279k | 2.4k | 114.86 |
2021-06-30 | $258k | 2.2k | 115.54 |
2021-03-31 | $300k | 2.6k | 113.90 |
2020-12-31 | $349k | 3.0k | 117.91 |
2020-09-30 | $301k | 2.6k | 117.95 |
2019-12-31 | $218k | 1.9k | 112.14 |
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