iShares Lehman Aggregate Bond shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 11k | 97.94 |
| 2023-09-30 | $2.1M | 22k | 94.04 |
| 2023-06-30 | $1.5M | 15k | 97.95 |
| 2023-03-31 | $1.8M | 18k | 99.64 |
| 2022-12-31 | $2.5M | 26k | 96.99 |
| 2022-09-30 | $2.7M | 28k | 96.33 |
| 2022-06-30 | $2.6M | 25k | 101.65 |
| 2022-03-31 | $3.3M | 31k | 107.08 |
| 2021-12-31 | $5.9M | 52k | 114.07 |
| 2021-09-30 | $9.3M | 81k | 114.83 |
| 2021-06-30 | $7.9M | 69k | 115.32 |
| 2021-03-31 | $4.4M | 39k | 113.85 |
| 2020-12-31 | $4.6M | 39k | 118.19 |
| 2020-09-30 | $894k | 7.7k | 115.37 |
| 2020-06-30 | $1.1M | 9.0k | 118.13 |
| 2020-03-31 | $894k | 7.7k | 115.37 |
| 2019-12-31 | $661k | 5.9k | 112.53 |
| 2019-09-30 | $279k | 2.5k | 112.96 |
| 2019-06-30 | $123k | 1.1k | 111.72 |
| 2018-12-31 | $744k | 7.0k | 106.50 |
| 2018-09-30 | $1.2M | 11k | 105.54 |
| 2017-12-31 | $445k | 4.1k | 109.34 |
| 2017-09-30 | $394k | 3.6k | 109.51 |
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