iShares Lehman Aggregate Bond shares owned by Divergent Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Divergent Wealth Advisors
from 13F filings
Historical chart of Divergent Wealth Advisors investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by Divergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38M | 385k | 97.94 |
| 2023-12-31 | $26M | 263k | 99.25 |
| 2023-09-30 | $25M | 265k | 94.04 |
| 2023-06-30 | $25M | 251k | 97.95 |
| 2023-03-31 | $24M | 237k | 99.64 |
| 2022-12-31 | $23M | 236k | 96.99 |
| 2022-09-30 | $30M | 316k | 96.34 |
| 2022-06-30 | $24M | 240k | 101.68 |
| 2022-03-31 | $42M | 388k | 107.10 |
| 2021-12-31 | $43M | 375k | 114.08 |
| 2021-09-30 | $41M | 361k | 114.83 |
| 2021-06-30 | $40M | 348k | 115.33 |
| 2021-03-31 | $40M | 354k | 113.83 |
| 2020-12-31 | $37M | 313k | 118.19 |
| 2020-09-30 | $34M | 291k | 118.06 |
| 2020-06-30 | $39M | 332k | 118.21 |
| 2020-03-31 | $8.6M | 75k | 115.37 |
| 2019-12-31 | $47M | 417k | 112.37 |
| 2019-09-30 | $35M | 311k | 113.17 |
| 2019-06-30 | $45M | 400k | 111.35 |
| 2019-03-31 | $34M | 311k | 109.07 |
| 2018-12-31 | $18M | 172k | 106.49 |
| 2018-09-30 | $40M | 387k | 104.33 |
| 2018-06-30 | $31M | 295k | 106.32 |
| 2018-03-31 | $31M | 289k | 107.25 |
| 2017-12-31 | $36M | 331k | 109.29 |
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