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iShares Lehman Aggregate Bond shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Carroll Financial Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $658k 5.8k 114.14
2021-09-30 $658k 5.7k 114.67
2021-06-30 $759k 6.6k 115.30
2021-03-31 $421k 3.7k 113.66
2020-12-31 $502k 4.3k 118.03
2020-09-30 $436k 3.7k 118.03
2020-06-30 $452k 3.8k 118.11
2020-03-31 $1.4M 12k 115.30
2019-12-31 $251k 2.2k 112.00
2019-09-30 $238k 2.1k 112.90
2019-06-30 $235k 2.1k 111.06
2019-03-31 $227k 2.1k 108.98
2018-12-31 $230k 2.2k 106.48
2018-09-30 $280k 2.7k 105.54
2018-06-30 $288k 2.7k 106.27
2018-03-31 $286k 2.7k 107.24
2017-12-31 $356k 3.3k 109.34
2017-09-30 $400k 3.7k 109.38
2017-06-30 $354k 3.2k 109.36
2017-03-31 $350k 3.2k 108.39
2016-12-31 $297k 2.8k 107.88
2016-09-30 $435k 3.9k 112.40
2016-06-30 $257k 2.3k 112.37
2016-03-31 $228k 2.1k 110.52
2015-12-31 $90k 840 107.14
2015-09-30 $51k 465 109.68