iShares Lehman Aggregate Bond shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares Lehman Aggregate Bond
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Quarterly reported holdings in iShares Lehman Aggregate Bond by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8k | 49 | 97.94 |
| 2023-12-31 | $181k | 1.8k | 99.25 |
| 2023-09-30 | $479k | 5.1k | 94.04 |
| 2023-06-30 | $357k | 3.6k | 97.95 |
| 2022-09-30 | $2.0M | 20k | 96.36 |
| 2022-06-30 | $2.3M | 22k | 102.54 |
| 2022-03-31 | $2.6M | 25k | 107.12 |
| 2021-06-30 | $3.5M | 30k | 115.33 |
| 2021-03-31 | $4.0M | 35k | 113.82 |
| 2020-12-31 | $6.7M | 57k | 118.19 |
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