Howe and Rusling »

iShares Lehman Aggregate Bond shares owned by Howe and Rusling

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Howe and Rusling consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman Aggregate Bond by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2023-12-31 $449k 4.5k 99.26
2023-09-30 $465k 4.9k 94.05
2023-06-30 $477k 4.9k 97.96
2023-03-31 $546k 5.5k 99.65
2022-12-31 $3.3M 34k 96.99
2022-09-30 $479k 5.0k 96.36
2022-06-30 $494k 4.9k 101.60
2022-03-31 $486k 4.5k 107.12
2021-12-31 $437k 3.8k 114.10
2021-09-30 $439k 3.8k 114.71
2021-06-30 $441k 3.8k 115.29
2021-03-31 $435k 3.8k 113.79
2020-12-31 $456k 3.9k 118.17
2020-09-30 $439k 3.7k 118.04
2020-06-30 $439k 3.7k 118.11
2020-03-31 $434k 3.8k 115.36
2019-12-31 $4.0k 36 111.11
2019-09-30 $10k 90 111.11
2019-06-30 $15k 131 114.50
2019-03-31 $37k 339 109.14
2018-12-31 $10k 90 111.11
2018-09-30 $1.0M 9.9k 105.50
2018-06-30 $10k 90 111.11
2018-03-31 $10k 90 111.11
2017-12-31 $10k 90 111.11
2017-09-30 $10k 90 111.11
2017-06-30 $10k 90 111.11
2017-03-31 $10k 90 111.11
2016-12-31 $10k 90 111.11
2016-09-30 $10k 90 111.11
2016-06-30 $67k 597 112.23
2016-03-31 $221k 2.0k 110.83
2015-12-31 $215k 2.0k 107.82
2015-09-30 $219k 2.0k 109.83
2015-06-30 $217k 2.0k 108.83
2015-03-31 $222k 2.0k 111.33
2014-12-31 $66k 597 110.55
2014-09-30 $131k 1.2k 109.44
2013-12-31 $564k 5.3k 106.48
2013-09-30 $131k 1.2k 107.20
2013-06-30 $142k 1.3k 107.41